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CHICAGO — CUNA Brokerage Services Inc. has been selected as Alliant Credit Union’s financial advisory services partner.Products and services provided by CUNA Brokerage through the MEMBERS Financial Services program will include retirement planning, wealth management, mutual funds, education funding, 401(k) and pension rollovers, life and long-term care insurance and other services.Financial advisers with MEMBERS Financial will be available to members at Alliant branches in Chicago and San Mateo, Calif.“Our goal has always been to be a true, trusted partner and advocate for our members,” commented Alliant President/CEO David Mooney. “Together, with CUNA Brokerage Services, we can provide a total package to help our members realize their full financial potential.”–[email protected]

Peter Westerman


Credit Union Times

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