Investments & Retirement Planning

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Breta Grumbois and Tracy AalvikFor 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 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.

Scott Thompson is based at Fibre Federal and is available to consult with members at no cost. Scott can help with investment planning, insurance, 401(k) rollovers, and provide financial check ups. For a no cost, no obligation consultation, contact Scott Thompson.

 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.

* 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