Creating a financial plan can be a daunting task, but you don’t have to do it alone. Our experienced Financial Advisors will help you create a unique strategy, keeping your specific financial goals in mind every step of the way.
You can maintain the tax benefits you already have in the retirement program of a previous employer by utilizing a Direct Rollover IRA. St. Mary's Financial Services will help you find the one that is right for you. Learn more
Our Financial Advisors can work with you to create a customized plan that best fulfills your objectives. With foresight and planning, we can help you protect the assets you've spent a lifetime accumulating and assure that they are disbursed according to your intentions. Learn more
We can help you select the mutual funds that best match your personal investment goals, objectives and risk tolerance.
Variable versus fixed, immediate or deferred, which annuities are right for you? Your St. Mary's Financial Services advisor will monitor the rates of some of the top annuity companies and help you choose what's best for you.
Through CUNA Brokerage Services, Inc., we have access to Traditional and Roth IRAs that offer greater potential for higher returns than traditional bank deposit products.
Stock and Bond Trades
We can facilitate the buying and selling of individual stocks and bonds, whether you are looking to sell inherited shares of stock, or to purchase shares of a stock for your personal portfolio through CUNA Brokerage Services, Inc.
Advice, Research, and Analysis Services
Get advice on a full range of financial matters, from retirement planning to mutual fund investments. In addition, we offer access to research and analysis services like mutual fund reports, mutual fund tracking, and investment screening through our extensive software and online resources. Plus, our experts provide Business planning services
, which can help employers set up employee pensions, 401(k) plans, and more.