Retirement & Investment Services
Located at Great NorthWest Federal Credit Union
There are many important financial decisions that must be made throughout someone’s life, so we have made available Great NorthWest Retirement and Investment Services to help members with their financial needs. Whether it’s a newly married young couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, Financial Advisor, Jeremy Hawkins, can help you reach your financial goals.
The Great NorthWest Retirement and Investment Services program is offered through CUNA Brokerage Services, Inc.¹ a broker / dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
Work With Someone You Know
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?
Jeremy Hawkins can assist you with:
- Wealth Management
- Insurance Planning
- 401(k) Planning ²
- Retirement Planning
- Estate Conservation
- Investment Planning
- Business Planning
- Education Funding
Whether they are large or small, contact Jeremy Hawkins today to schedule a no-cost, no-obligation appointment to discuss your individual needs.
¹ Great NorthWest Retirement and Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. 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.
² Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.