Investment & Retirement Services
If the thought of diving into all of your investment and retirement savings options seems overwhelming, TruNorth Federal Credit Union has the answer – investment and retirement services. TruNorth Investment & Retirement Services* has financial planners that can help make sure you’re on the right path to reach your financial goals.
Investment and Retirement Services
- Comprehensive financial planning
- Investment advice
- 401k/pension rollovers**
- Retirement planning
- Education funding
- Mutual funds
- Life insurance
- Wealth management
- Tax-managed investing
- MEMBERS Trust Services
When you team with TruNorth Investment & Retirement Services to plan your financial future, you can relax knowing that you’re in good hands with a trusted financial partner. For assistance please contact Geno Maino, Registered Representative at 906-485-5563 or 906-361-6550 or stop by our main branch in Ishpeming.
Check the background of this investment professional on FINRA's BrokerCheck.
*Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. 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.
** Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer sponsored retirement account and an IRA.
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