U & I are partners in this journey called life. We’re committed to making the road ahead smoother for you and empowering you to create the future you want to have! Whether you’re just starting out, raising a family, or nearing retirement, our team of experts is here to guide you with no-cost financial management services.
It’s never too early or too late to start planning ahead! We can help you plan your investments, protect your assets, and retire more comfortably. Our honest advice will help you choose the options that make the most sense for you both now and in the future.
U of I Community CU Investment, Retirement & Trust Services offers a full range of personal trust services, including asset management, wealth management, estate settlement, guardian of property and estate planning assistance. Trust services can provide protection and asset management now and after your death. Control how you want your assets managed and who you want to manage them. Get peace of mind with a comprehensive plan through our partnership with MEMBERS Trust Company.
Funding an Education
We understand how important a good education is. We know you want the best for your children, and that sometimes preparing to pay for it can be a challenge. We’ll help you plan ahead so that funding your children’s education is within reach.
We offer a variety of financial products to meet your needs.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. CHARTERED RETIREMENT PLANNING COUNSELOR (SM) and CRPC® are registered service marks of the College for Financial Planning®. FR-1550981.1-0716-0818
WHAT OUR MEMBERS ARE SAYING
“I have been a member since 1980, until the present I have brought car loans, mortgage loans, and personal loans. The staff have been very nice in helping what I needed and I don’t even think about going any place else. So thank you for giving me the kind of service that you have been giving me.”
“Twenty three years ago I answered a blind add in the NewsGazette. Over the years I’ve had the pleasure of learning about the credit union movement and wearing many different hats along the way. I came here with zero financial industry experience, and was provided opportunities to learn from the ground up. I started my career manually typing loan contracts and with the help of many mentors along the way I’ve been blessed to have advanced into many different roles. My development included assisting members with their accounts, managing front line team members, training and developing team members and participating in strategic planning sessions with our Board of Directors.”