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 expert financial planners that can 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.
FR-1220404.1-0615-0717Go to main navigation