PRODUCTS & SERVICES
Financial Services Investment Counseling
Questions and Answers
A Message from Costas A. Grekis, CRPC
Vice President, Wealth Management
MEMBERS Financial Services
What is the MEMBERS Financial Services Program?
The MEMBERS Financial Services Program is a full-service financial advisory program located at Washington Area Credit Union offering members retirement, insurance and investment services. Our goal is to help our members achieve their financial goals for themselves and their families.
How does the MEMBERS Financial Services Program work?
Costas A. Grekis, CRPC, the MEMBERS Financial Retirement Services Representative is available to meet with you to evaluate your situation, offer recommendations and coordinate your investment and insurance choices.
You may want to tackle just one financial issue today. We can help you:
- Roll-over your 401(k), 403(b) or pension plan if you’ve changed jobs.
- Develop a savings and investment plan.
- Create a retirement income plan to approach those years with confidence.
- Manage your investments better.
- Protect your family with life insurance or long-term care insurance.
- Save for college education costs.
Can the MEMBERS Financial Services Program help me with retirement planning?
Yes, whether you are already retired, getting ready to do so or are just beginning to save for retirement, our program has sophisticated planning software and a wide array of investment products to help you fund the retirement lifestyle you’re seeking. We believe everybody has a unique vision of their retirement years and we help you manage your money to support that vision.
How do I get started?
To set a no-cost, no-obligation appointment, call Costas A. Grekis, CRPC, MEMBERS Financial Services Representative, at (724) 222-8064 today. Be sure to bring any documentation that will help Costas understand your situation better such as account statements, tax forms, benefits information. If married, it’s best that both you and your spouse attend. Lastly, always bring an open mind and a willingness to discuss the details of your situation.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, In. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Clearview Investment Advisors, 2000 Heritage Way, Waverly, IA 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. CRPC® is a registered service mark of the College for Financial Planning.
Important Message: The information contained in this email and any accompanying documents are confidential and intended only for the individual or individuals to whom it is addressed. If you have received this facsimile/email in error, please contact us immediately by calling the telephone number or emailing us at the address listed above. In some cases, we may ask you to return the documents at our expense, otherwise, please destroy the information you have received at once. Any use, distribution, or copying of the contents of this facsimile/email is strictly prohibited. Thank you.
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