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Financial Services

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The Members Financial Services Program is brought to you by Tri-Co so that you have the professional help and advice you need to plan for the future with products that meet Credit Union standards for quality.

You will get the support that you need to build a plan that meets your objectives, your budget and your risk tolerance.

You’ll enjoy the experience and the no-pressure approach that our Members Financial Services Program representative brings to each meeting, telephone call, and conversation.

The Members Financial Services Program gives you access to financial management services, and a generous range of product and service offerings located right here at Tri-Co.  Information on investing is free and you can access the links below for specific product information.  And Tri-Co, in conjunction with Members Financial Services, offers educational workshops to help you become knowledgeable about investing and confident in your financial decisions.

Raymond A. Sammak, Tri-Co’s MEMBERS Financial Services Investment Advisor

For more information call 888-391-7991 or click here.

• Mutual Funds
• Variable Annuities
• Fixed Annuities
• Insurance Products

Representatives are registered through, and securities sold through, CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll free (866)512-6109.  Non-deposit investment products are not federally insured, involve risk, may lose value and are not obligations of or guaranteed by the credit union.  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 is all fifty states of the United State of America.