investment services

BlueOx Investment Services

invest in your future

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 Advisor, Jerry Johnson, can help you reach your financial goals.

Your BlueOx Financial Advisor 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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investment services seminars

The Investment Services Seminars are a monthly series hosted by BlueOx Credit Union that cover a variety of topics that can help you plan for your future.

Seminars will be held in the BlueOx Credit Union Administration Office located at: 150 Riverside Drive • Battle Creek, beginning at 6 p.m. Refreshments will be provided.

Each seminar is limited to 25 attendees. Please RSVP below.

RSVP

2020 seminar dates and topics

January 29: Steering Towards Retirement Seminar

February 19: Rethinking Diversification Seminar

March 4: How to Weather a Bear Market Seminar

April 15: The Return of Conservative Investing Seminar

May 20: Social Security Seminar

June 17: How to Weather a Bear Market Seminar

July 21: The Road to Retirement Seminar

August 19: The Return of Conservative Investing Seminar

September 23: Rethinking Diversification Seminar

October 21: Medicare Seminar

November 10: Steering Towards Retirement Seminar

December 16: Women and Investing Seminar

*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.

BlueOx Investment Services advisors 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

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