Complimentary Professional Investment &
Retirement Planning: Member Investment Services, LLC This new service is now available to you with no obligation.
Please contact our investment professional Frank Haviland at 931-486-3125 Ext 33 for an appointment or call us for more information.
Our new Member Investment Services, LLC offers an investing relationship and guidance from an experienced investment professional.
You'll work one-on-one with our investment professional who can help to address your unique investment needs. Your investment professional will familiarize you with a wide range of investment services and assist you in determining which investments are best suited to your needs.
Personalized planning is the cornerstone of your relationship with Family Advantage Federal Credit Union and Member Investment Services, LLC. Your investment professional will introduce you to a planning process, which includes aspects of managing, preserving, enhancing, and passing on wealth.
Securities offered through Next Financial Group, Inc., member NASD/SIPC, are not insured by the NCUSIF, or any government agency. They are not deposits or obligations including possible loss of the principal amount invested. Family Advantage Federal Credit Union is not an affiliate of Next Financial Group, Inc.