Wealth Management
 Planning For Your Financial Future 
 
If you are saving for long-term goals such as retirement or education and want to broaden your investment options, ask about the investment and insurance solutions available through Neighbors Wealth Management. As a credit union member, you have access to investment options made available through Neighbors Wealth Management that can help you achieve your long-term financial goals via a consistent and regular investment plan.

We will talk with you about your goals and take into consideration your complete financial picture. After discussing potential risks and returns of  investing, we will help you choose the investments best suited to your circumstances.
 

 
 Further Information
 
We encourage you to contact your Investment Representative at least yearly, and whenever your goals or financial circumstances change.  For market quotes, calculators, tips and information visit the Neighbors Wealth Management website.  If you would like to set up a no cost, no obligation appointment with Jason Knapps, your Neighbors Financial Advisor, call 225-819-5790
 

 
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the credit union.

   

 

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