Investment Services & Financial Planning

Plan your investment strategy for all of life's stages.

We all desire financial security. Talk to our knowledgeable, trained Investment Professionals. They are available to assist you with the ins and outs of planning your long-term savings goals.

Through Members 1st Investment Services, we make available to you a variety of programs through INVEST Financial Corporation (INVEST), a large, national independently managed broker/dealer and Member FINRA/SIPC. Services include:

Retirement planning College funding Estate planning and asset management 401k/pension rollovers Insurance Planning

Long-term care insurance Mutual Funds Annuities Stocks Bonds Life insurance

Call for a FREE consultation!

Our knowledgeable and trained investment professionals are experienced in assisting you with your financial management needs.

About Members 1st Investment Services

Members 1st Investment Services, through a relationship with INVEST, makes available to you a variety of financial consulting and investment related products and services. INVEST has an investment team that has a solid reputation in the investment services industry with over 25 years of experience serving financial institutions nationwide. Appointments are available at several of our branch locations. Call any of our representatives for a free consultation.

INVEST Disclosure

Registered representatives of and securities and insurance products are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer and affiliated insurance agencies. INVEST is not affiliated with Members 1st Investment Services. Products and services offered through INVEST

• Are not NCUA insured
• Are not guaranteed by a Credit Union
• May lose value.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

• Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent
  
  
  • satisfy the qualification requirements of, and are approved to do business by, the state; or
  • are excluded or exempted from the state's licensure requirements.


• Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve
  
  
  • effecting, or attempting to effect, transactions in securities; or
  • rendering personalized investment advice for compensation.

INVEST Financial Corporation's Privacy Policy

This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.