This website requires Javascript to function correctly.
print only logo
BlueOx CU Go to main content
BlueOx FacebookBlueOx InstagramBlueOx TwitterBlueOx YouTube
Web Banking Portal

BlueOx Investment Services

There are many important financial decisions that must be made throughout life, so we make available BlueOx Investment Services to provide members and businesses personalized retirement, insurance and investment services through an arrangement with CUNA Brokerage Services, Inc. BlueOx Investment Services can help members with all your financial needs.

Whether you are a newly-married young couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, Financial Advisor, Saundra Ivy, can help you reach your financial goals.

Work With Someone You Trust

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?

Financial Advisor, Saundra Ivy can assist with

  • Money Management
  • Insurance Planning
  • 401(k) Rollovers*
  • Retirement Planning
  • Estate Conservation
  • Investment Planning
  • Business Planning
  • Education Funding

Whether they are large or small, contact Saundra today to schedule a no-cost, no-obilgation appointment to discuss your individual needs.

Helpful Links:

*Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.

FR-1877400.1-0817-0919

Go to main navigation