Vermont Federal Credit Union
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Investments & Retirement Planning

Investments & Retirement

Planning for the future can be tricky. It helps to have a personal representative to assist you in determining the best options for your individual financial situation.

The MEMBERS Financial Services Program, located at Vermont Federal Credit Union, can help you meet your personal goals...whether saving for a home, providing for a college education or planning a comfortable retirement.

  • Insurance Planning
  • Retirement Planning
  • Investment Planning
  • Education Planning
  • Mutual Fund
  • Stocks / Bonds

View our Upcoming Seminars.

Visit MEMBERS Financial Services for more information about available services and products.

Representatives are registered, securities are sold, and investment advisory services are 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 800-369-2862. CBSI operates under the marketing name of MEMBERS Financial ServicesTM. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Trust services available through MEMBERS Trust Company. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. MEMBERS Financial Services, and CBSI is neither owned by nor a division of the financial institution. CBSI is under contract with the financial institution to make securities products and services available to its members. Ref: FR030931-E45B

 

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If this is your first time using e-Branch24, you will need to enter your account number and then your Call-24 PIN as your password. If you do not know your Call-24 PIN, contact our Call Center at 888-252-0202, Option 3. Follow the instructions to set up your security questions and proceed to your account. Once inside e-Branch24, be sure to set up your User Options to customize your online account preferences.

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84 Pine Street, P.O. Box 407, Burlington, VT  05402
ph: (888) 252-0202 | fax: (802) 864-6938
Routing #: 211691062