Together Investment & Retirement Services

Financial security is important to everyone. Planning for the future not only affects yourself but the ones you love for generations to come. That's why we provide the Together Investment and Retirement Services to our members. *

Age doesn't matter. Financial status doesn't matter. What matters is your financial wellbeing for many years to come. Our financial professionals provide:

  • Comprehensive Financial Planning
  • Financial Advice
  • Retirement Planning
  • Estate Conservation
  • Insurance Services
  • Long Term Care Planning


Set up an appointment today by simply calling (800) 325-9905 ext. 58671 or emailing dstockwood@togethercu.org.

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Interested in knowing more? Check out our modules below:

Retirement Planning Modules


*The Together Investment and Retirement Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Together Investments & Retirement Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. FR-3020621.1-0320-0422