Investments & Retirement Planning

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CUNA Mutual Group
For help with retirement and long term financial planning, our members can turn to Fibre Financial Group Retirement & Investment Services. The Fibre Financial Group Retirement & Investment 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.

Two representatives are based at Fibre Federal and are available to consult with members at no cost. For a no cost, no obligation consultation, contact Breta Grumbois or Tracy Aalvik.

Services Include:

  • Investment Planning
  • Insurance
  • 401(k) Rollovers
  • Financial Check Ups

Visit the Fibre Financial Group Retirement & Investment Services website. You'll find educational resources to help you make informed decisions, along with money management tools and techniques. You also have access to life insurance products, annuities, mutual funds, stocks, bonds, and other securities.

Check the background of these investment professionals on FINRA's BrokerCheck.

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* Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/ SIPC, a registered broker/dealer and investment advisor, D/B/A Fibre Financial Group Retirement & Investment Services, 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-2290725.1-1018-1120

Fibre Financial Group