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Neighbors FCU

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 strategies 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 rewards 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 Managementwebsite. If you would like to set up a no cost, no obligation appointment with Jason Knapps, your Neighbors Financial Advisor, call 225-819-5790.

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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.