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Financial Planning

St. Mary's Financial Services offers access to financial planning, wealth management, and investment services to our members.
Do you want to save for your children's college education? Plan a comfortable retirement? Make sure your family has what it needs in case of an emergency? Or, how about simply making your hard-earned income work smarter for you? St. Mary's Financial Services can help you reach your financial goals. Using our "people helping people" approach, we deliver services designed around you and your unique financial goals and objectives.

The St. Mary’s Difference
  • Our only objective is to help you achieve your financial goals.
  • Focus on investor education. We offer planning services, resources, and seminars to help you make educated decisions. We are happy to serve you regardless of income level or assets.
  • No pre-planning required. Maybe you've thought long and hard about your financial future, maybe you haven't - we work from your starting point.
  • Casual, no-pressure approach. You're free to assess the information we provide at your own pace. 
Working Together for you
The St. Mary's Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. Through CUNA Brokerage Services, Inc., our clients have access to a wide variety of financial and wealth management strategies, including services such as retirement and education planning, a range of investment products from individual stocks and bonds to mutual funds, annuities, and life insurance and long-term care insurance. We have selected providers carefully to ensure we bring you well-designed products and services with a focus on common-sense investment strategies.

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Check the background of these investment professionals on FINRA's BrokerCheck
 
Learn more about our services.

*St. Mary's Financial Services advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

AdTrax Approval #FR-2655039.1-0719-0821