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Investment Services

Are you confused about what all is involved in a 401(k)? Are you concerned you are not on track at meeting your Retirement financial goals? Learn more from the following:

Financial Planning

401K Roll Overs

Investment Solutions


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.   FR011415-D48C
FM-901427.1-0414-0516

 

Trust Services

Since 2009 Beacon Trust Services has partnered with Members Trust Company to provide local trust and investment management services such as:

  • Personalized Service in Trust Administration
  • Portfolio Management
  • Working to achieve your financial & estate planning goals

 

Contact Trust Officer, David Van Camp, for all of your Trust Service needs!

david-van-camp

David Van Camp, Trust Officer (260) 563-7443, ext. 2013 or (800) 762-3136, ext. 2013

 

Find investment news, webinars, retirement solutions and more using this online resource.

MEMBERS Trust Company Online Services

 


Links to other websites found here are provided to assist in locating information.  The existence of a link between this website and another does not constitute a product or program endorsement by Beacon Credit Union or any of its affiliates or employees.  The Credit Union has no responsibility for content of the websites found at these links or beyond and does not attest to the accuracy or propriety of any information located there.

MEMBERS Trust Company non-deposit investment products referenced in this site or any page hereof are not credit union or bank deposits or obligations of, or guaranteed or endorsed or otherwise supported by, MEMBERS Trust Company , any credit union or any affiliate, are not federally insured or guaranteed by the United States Government, National Credit Union Administration , Federal Deposit Insurance Corporation, Federal Reserve Board or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested.

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