Ascend puts financial planning within reach for members through the Ascend Retirement and Investment Services* program.
Here are just a few things an Ascend Retirement and Investment Services* representative can help you accomplish:
- Roll over your 401(k)/pension if you’ve changed jobs
- Develop an investment plan
- Protect your family with life insurance
- Plan to pay for long-term care
- Create a retirement income plan
Ascend Retirement and Investment Services* professionals are located inside Ascend’s financial centers. To make an appointment, simply call toll-free 800-342-3086, extension 1307 or 8743.
*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. 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.