Price Perkins works with Connects Federal Credit Union, by providing full service comprehensive financial planning solutions for their members. With their dedication and commitment to their clients’ financial needs they build more than portfolios, they build relationships
Connects Federal Credit Union members can schedule a no cost, no obligation consultation. As a comprehensive wealth management firm, Price Perkins, LLC can help with the following services:
- Retirement Planning
- Asset Management
- Financial Planning & Analysis
- College Planning
- Insurance Services (Life & Long Term Care)
To schedule your complimentary consultation or if you have questions, contact any Connects branch.
Consider the investment objectives, risks, charges, expenses and tax implications associated with any security before investing. Additional information about municipal fund securities is available in the issuer’s official statements. The official statement should be read carefully before investing. Certain investments are accompanied by prospectus or other offering documents. These should also be read carefully before investing. This does not constitute an offer to buy or sell any security. Brokerage services provided by Price Perkins through Prospera Financial Services, Inc., member FINRA/SIPC and not by Connects Federal Credit Union. The customer will be dealing solely with Price Perkins through Prospera Financial Services with respect to brokerage services. Accounts carried by First Clearing, LLC, member FINRA/SIPC. Securities are not NCUSIF Insured/Not NCUA or Credit Union Guaranteed/May Lose Value.
Realize your financial goals with solutions tailored to your needs. Online services are available for self-service in Brokerage and Insurance products. For a no cost, no obligation meeting, contact the MEMBERS Financial Services Representative for assistance with mutual funds, insurance needs and more.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. 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 in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.