TruNorth also provides branch services to members such as: faxes, notary services, signature guarantees, wire transfers, VISA cash advances, night depository, money orders, coin counter, savings bond redemption, VISA gift and travel cards, postage stamps, 24 hour ATM, and safe deposit boxes (main office).
Financial Counseling
As a member of TruNorth Federal Credit Union you can schedule free financial sessions with our certified financial counselor.
These sessions can help you with the following:
-Improve or maintain your credit score
-Manage current debt
-Set and achieve personal financial goals
-Develop customized household spending plans
-Improve your overall financial health
TruNorth is proud to have a member of our service department with a Credit Union Financial Counselor (CCUFC) Certification. This certificate was created by CUNA, the Credit Union National Association, in an effort to help credit union financial counselors stay up-to-date with the latest counseling techniques and ensure credit union members are receiving informed and relevant financial advice.
Investment and Retirement Services
We offer traditional IRA savings accounts with competitive rates. Call (906) 485-1210 for more information.
Investment/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, and MEMBERS Trust Services
For assistance please contact Geno Maino, Registered Representative at 906-485-1210 or 906-361-6550.
Check the background of this investment professional on FINRA’s BrokerCheck.
Details
*The financial professionals at MEMBERS Financial Services are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. TruNorth Federal Credit Union and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of TruNorth Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TruNorth Federal Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are: -Not Insured by NCUA or Any Other Government Agency -Not Credit Union Guaranteed -Not Credit Union Deposits for Obligations -May Lose Value
** 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.
FR-1855413.1-0717-0819