Investments & Retirement Planning

Investment, Retirement, & Trust Services

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.

Check the background of these investment professionals on FINRA’s BrokerCheck.

Overview

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Investments & Retirement

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.

Trust Services

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.

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Available Products

We offer a variety of financial products to meet your needs.

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Access Your Account

If you already have an investment account you can access it here.

Access Your Account

We offer complimentary personal consultations to help you get started.

Request a Free Consultation

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Disclosures

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 am blessed to work for such an amazing organization that will help me grow professional and that they trust that I make the best choice for our members.”

Eliza, Member Service Representative

“Helping members is why I love working at the U of I Community Credit Union. Whether we’re dealing with their accounts, or discussing their daily activities, I look forward to seeing, and knowing my members…every day! ”

Rodney W

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