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Financial Services

Get your future on track

 

Ready to open an investment portfolio? Need help with financial planning?

The CU of GA 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 cunabrokerage.com.

Get Started

What can we help you with?

Through CUNA, we can offer a variety of services, including stocks and bonds, mutual funds, managed accounts, annuities, IRAs and financial planning.

Meet your expert advisor:

Sam Davis

678-322-2241 | Sam.Davis@cunamutual.com

CU Of GA Financial Services Located In Our North Cobb Branch:

3130 Cobb Parkway NW
Kennesaw, GA 30152

Visit the CU of GA Financial Services Page

Check the background of this investment professional on FINRA’s BrokerCheck.

The fine print
*The CU of GA 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 cunabrokerage.com. CU of GA Financial Services 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. RP-2935151.1-0220-0322
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