investment services

BlueOx Investment Services

invest in your future

The BlueOx Investment 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

BlueOx Investment Services provides members and businesses with personalized retirement, insurance and investment services through an arrangement with CUNA Brokerage Services, Inc. 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 Professional, Jerry Johnson, can help you reach your financial goals.

Your BlueOx Financial Professional Can Assist With:
 

  • Retirement Planning
  • Financial Portfolio Reviews
  • 401(k) Rollovers
  • Long-Term Care Insurance
  • Education Funding
  • Life Insurance
  • Wealth Management

Make an appointment with Jerry today! Call (269) 660-1354 or email jerry.johnson@cunamutual.com.

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upcoming virtual seminars

How to Weather a Bear Market

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.

Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including:

  • What is a bear market?
  • How does behavioral finance affect decision-making?
  • How do overreaction and bad decisions compromise long-term financial goals?
  • How do I weather a bear market?

Select from two sessions:

Date: June 10, 2020

Time: 11:00 a.m. EDT

Reserve your virtual seat

Date: June 10, 2020

Time: 2:00 p.m. EDT

Reserve your virtual seat

Space is limited, so please make your reservations today. Please contact Jerry Johnson, Financial Professional, at (269) 660-1354 or by email at jerry.johnson@cunamutual.com with any questions about the virtual seminar.

*BlueOx Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, 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. FR-2414059.1-0219-0321
†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.

 

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