Investment Services
Your financial future is too important to gamble with, especially if you have long-term goals like college for the kids or a secure retirement. As a Vons Credit Union member, you can get a financial planner to work for you!
Greg Norman, our Financial Planner, would love to meet with you to:
- Discuss your current financial situuation
- Help you identify short-, mid- and long-range goals
- Recommend an investment program to help you meet your goals
- Put you on track for a financially secure retirement
- Present options for estate planning
- Explain applicable tax-advantaged investment options
If you don’t have the time or expertise to create a practical financial plan yourself, call 626.444.1972, Ext. 243. It’s your first step on the road to financial fitness
Investments are not NCUSIF/NCUA Insured
May lose value
No credit union guarantee
Securities are provided by Financial Network Investment Corporation, a registered broker/dealer and member SIPC. Financial Network is not an affiliate of Vons Credit Union or any other affiliated entity.