Retirement Planning

Investment Planning

Estate Planning

Insurance Planning

Educational Funding

Mutual Funds/Annuities

Your Financial Services Representative, Richard Davis, has extensive experience in helping members meet their financial goals, and can do the same for you! Best of all, the Financial Management Service is offered to Members Credit Union members at no charge or obligation!

Financial Education
MEMBERS Financial Services offer many rewarding financial education seminars throughout the year. Whether you are trying to save for college, your dream home, retirement, or anything in-between, MEMBERS Financial Services educational seminars will be a great place to start. Contact MEMBERS Financial Services Representative, Richard Davis, for more information.

Trust Services
MEMBERS Trust Company can provide services including Living Trusts, Testamentary Trusts, Estate Settlement, Custody Accounts, Escrow Accounts, Reverse Mortgages, Managed Agency Accounts and Financial Planning. Trust services can be an integral part of a comprehensive solution to your financial objectives.  Click the Trust Services link on the right for more information.

Financial Guidance
MEMBERS Financial Services is eager to help you with any of your financial inquiries. Feel free to contact us 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