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 had the pleasure of working with Becky Anderson back on May 7th, 2016. I came to the Credit Union looking to get a small loan to put a deck on my house. After speaking with Becky she told me I could refinance both of my vehicles at lower interest rates and add GAP Insurance to both, lower my payments, and get the money I needed to do my deck. I have dealt with other financial institutions and people but none have went out of their way to see if they could save me money at the same time helping me with my loan needs. Becky is truly an amazing representative for U of I Credit Union. I will ask for her from now on.”
“My dealings in the bank, over the phone, and via e-mail with Mr. Garvin Gerdes has been outstanding. I have been residing in the Champaign-Urbana area for 40 years and have had many dealings with most of the other local banks. To date, I currently do business with two other financial institutions. However, I plan to transition exclusively to the U of I Community Credit Union and Mr. Garvin Gerdes is the main driver for my upcoming transition.”