Financial Planning for The Police Credit Union Members
The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cbsinvestorconnection.com.
Chris Breault and Kevin Chew, your MEMBERS Financial Services representatives, will evaluate your financial needs and create an investment strategy tailored to your life. Their ongoing review of your portfolio ensures that your plan remains aligned with your vision.
Chris Breault and Kevin Chew, your MEMBERS Financial Services representatives, can assist you with:
- Evaluating your financial needs
- Creating an investment strategy tailored to your life
- Ongoing review of your portfolio
- Investment management
- Deferred comp/DROP rollovers
- Retirement planning
- Long term care
- Life insurance
For complete background information on Chris Breault or Kevin Chew, please visit FINRA's BrokerCheck.
Request a consultation
Start mapping your financial future today by calling Chris at 415.682.3361 or Kevin at 415.682.3362. You can also fill out the contact form below for a no-cost initial consultation.
*MEMBERS Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. FR-3755444.1-0921-1023