UNIVERSITY FEDERAL CREDIT UNION
FINANCIAL SERVICES
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Understanding Todays Unique Financial Environment
At University Financial Services, we understand the unique circumstances that people face as they prepare for retirement. Our team of knowledgeable financial advisors can help take the mystery out of financial planning and create wealth management tools for your future. Whether it’s investing in traditional retirement accounts, building assets for your family, or preparing for unforeseen events, our personalized products are tailored to fit your individual needs and long-term goals.
For more information on how to plan your wealth management goals and investment accounts, visit with our team of finance professionals in person.
PRODUCTS & SERVICES
We provide assistance in the following areas:
Investments
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
YOUR FINANCIAL ADVISORS
Brett
Leonhardt
Financial Advisor
Michael
Stringham
Financial Advisor
LEARN MORE CONtACT FINANCIAL ADVISORS
Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.
Securities and insurance products are: Not FDIC/NCUSIF insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by a federal government agency.