Investor Guidance Center
CUNA Mutual Group’s Investor Guidance Center is available to help you plan and execute any financial goals you might have such as investing for a child’s college experience a future wedding, or your retirement. Helping credit union members is our only reason for existence. We can help you over the phone, email and postal mail. What can you expect from us is:
- Clear, objective advice – recommendations personalized for your individual goals and situation.
- Experienced financial services professionals – fully registered, licensed and trained.
- Comprehensive financial choices – a wide array of mutual funds, stocks, bonds, insurance and lifetime income annuities.
No pressure – just clear, professional advice to help you make the right decisions. This team can be reached at 888.888.3940 Monday through Friday, 7am to 5pm CT or through email at firstname.lastname@example.org .
Click here for more information.
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.
Certified Financial Counselor available at NPMCU
Our loan officer, Tracey, is a Certified Credit Union Financial Counselor. Are you experiencing financial difficulties or looking for ways to proactively spend less, save more, pay down debt or invest wisely for your future? Tracey is eager to assist you in reaching your financial goals.
Stop in and meet with Tracey or call 920-432-9044 to make an appointment today!
Working through financial issues can feel overwhelming. That’s why NPM Credit Union has partnered with BALANCE, to provide you with financial education and counseling services. Whether you’re saving for you child’s education or trying to get out of debt, BALANCE has financial coaches who are ready to assist you with your financial life stages.
Financial Coach Hotline: Certified credit counselors are available to answer your questions about personal finance.
Debt & Budget Counseling: Each financial situation is different. A BALANCE coach can help you design a realistic spending and savings plan if you’re looking to get out of debt, pay your bills with ease or save for retirement.
Credit Report Review: Allow a professional to help you make sense of your credit report. You’ll get the advice you need to correct inaccuracies, build your credit and secure your future.
Homeownership Counseling: Make your dream of homeownership a reality with a HUD-approved housing education program.
- Foreclosure Prevention: If you’re struggling to make your mortgage payments, help is available. Take advantage of early delinquency intervention to discuss alternatives to foreclosure.
- Reverse Mortgage Counseling: Make a more education decision on whether this type of loan is right for you. Discover the benefit, consequences and process of obtaining a home equity conversion mortgage.
Student Loan Counseling: Experts can guide you through the complexity of the various programs, explain your repayment options under each, and take into account the context of your financial circumstances.
To speak with a counselor, call toll-free 1-888-456-2227. Monday – Thursday 5AM-8PM, Friday 5AM-5PM, Saturday 8AM-5PM (Pacific Time)
Explore a wealth of resources available online through BALANCE
Personal Financial Management
Account Aggregation: All your financial accounts in one place.
Expense Tracking: Categorize and track spending from your various financial accounts.
Budgeting: Create relative budgets based off your actual spending, income, debts and expenses.
Debt Management: A customized plan just for you based on your debts, income and budget.
Add external accounts from credit card companies, other financial institutions and more.
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