Neighbors Financial Investment and Insurance

If you are saving for long-term goals such as retirement or education and want to broaden your investment options, ask one of our Investment Representatives about investing in mutual funds. As a credit union member, you have access to low-cost, diversified stock and bond funds that can help you achieve your long-term financial goals through a consistent and regular investment plan.

Our Investment Representatives will talk with you about your goals and take into consideration your complete financial picture. After discussing potential risks and returns of stock market investing, we will help you choose the mutual fund best suited to your circumstances. We encourage you to contact your Investment Representative at least yearly, and whenever your goals or financial circumstances change.

To meet Jason Knapps, your Personal Financial Advisor, e-mail Jason Knapps or call 225-819-5790 to schedule an appointment.   There is no charge or obligation for a consultation concerning investment options. For market quotes, calculators, tips, and information, visit the Neighbors Financial Investments and Insurance web site.

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 (866) 512-6109. 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.