Invest

As a member at Members CU, you have access to wide range of financial support, products, and education –thanks to our trusted financial partner MEMBERS Financial Services. These services include:

Want to put your money in a Certificate of Deposit? Click here to learn about Members CU’s CD products .
  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Insurance Planning
  • Educational Funding
  • Mutual Funds/Annuities

Our MEMBERS Financial Services Representative, Richard Davis, can guide you through the steps to make sure you’re making wise investment decisions. You can meet with Richard, who has 19 years of experience, free of charge and with no obligation. MEMBERS Financial Services is eager to help you with any of your financial inquiries. Feel free to contact Richard today at:

Richard Davis
2098 Frontis Plaza Blvd.
Winston-Salem, NC 27103
(800) 951-8000, x111
(336) 748-4800, x111

Representatives are registered through, and securities are sold through, and Investment Advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, A Registered Investment Advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Trust services available through MEMBERS Trust Company, 14025 Riveredge Drive, Suite 280, Tampa FL 33637. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union. CBSI is a registered broker/dealer in all fifty states of the United States of America. B2MM-1004-763B