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Personal Financial Planning
The key to success is to start planning for your financial future
today. The Valley Financial Group (MEMBERS Financial Services) offers investment programs that complement
traditional Valley CU Savings plans, including Investment Services, Education
Funding, and Retirement Planning.
Your Valley Financial Group representative can help you create a
college savings plan, help build your retirement income plan, and more. Other
available investment products include: Mutual Funds, Annuities, Stocks, Bonds,
Individual Retirement Accounts (IRAs), and Roth IRAs.
Meet Your Valley Financial Group Representative
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Christopher D. Anderson
Financial Advisor
The MEMBERS Financial Services Center located at:
7900 N University
Peoria, IL 61615
Phone: (309) 633-2571
Toll Free: (800) 356-7865 x 32571
Email: canderson@cefcu.com
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About Chris
Chris is a registered representative of CUNA Brokerage Services,
Inc., member FINRA/SIPC and a licensed representative of the CUNA Mutual
Insurance Society. Chris also has a Chartered Retirement Planning Counselor
(CRPC) designation from the College for Financial Planning. He received his degree from Southern Illinois University and
has more
than 11 years of industry experience.
Investment and Insurance Services
401K and pension plan roll-overs
Developing a savings and investment plan
Education funding
Protecting you and your family with life insurance and long-term care
Reviewing your current financial plan
Managing your investments
Creating retirement income plans
For questions about your investments and insurance, call Chris at 800.356.7865
ext. 32571
Representatives are registered through, and securities are
sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000
Heritage Way, Waverly, Iowa 50677,
toll-free 866.512.6109. Insurance sold through licensed CUNA
Mutual Life Insurance Company Representative, and in New
York, licensed insurance representatives of other companies. Non-deposit
investment products are not federally insured, involve investment
risk, may lose value and are not obligations of or guaranteed
by the credit union.
The Valley Financial Group Program is a service of CUNA
Brokerage Services, Inc., 5910 Mineral Point Road, Madison, WI 53705.
Member NASD, SIPC. Valley Financial Advisors
are also licensed insurance representatives of CUNA Mutual Life
Insurance Company. The products offered through the MEMBERS Financial
Services Program: 1) are not insured by NCUSIF or any agency
in your state or the federal government; 2) are not deposits;
3) are not obligations of the credit union; 4) are not guaranteed
by the credit union or any affiliated entity; 5) involve investment
risks, including the possible loss of principal.
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