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Investment Services

Service First Federal Credit Union is committed to helping you pursue your financial goals. With this in mind, we've partnered with USAdvisors Network to help us set up Service First Retirement and Investment Services. Our new broker dealer, Securities America, Inc. is the 7th largest independent broker dealer in the US (as ranked by Financial Planning Magazine, June 2011, based on 2010 total revenue).

We're excited about this new partnership and would like to introduce you to our Financial Consultant, Barb Fish, who will be based out of our branch at 3901 East 10" Street, but will be available to meet at our other locations. Based on your personal financial aspirations, Barb can help you choose the best options for your financial future.

There is no charge for consultations, and you're under no obligation to do business. She'll be able to offer a wide range of financial products and services, including:

Financial Planning
Investments
Retirement Planning
Asset Management
Tax-Efficient Investing
Life & Long Term Care Planning
401(k), 403(b) & 457 Rollovers
College Planning
Mutual Funds
Variable Annuities
Stocks & Bonds
Fixed Rate Annuities
Lifetime Annuities
Life & Long Term Care Insurance

Your membership is sincerely appreciated. We look forward to continually expanding our services in an effort to fulfill all of your financial needs. To schedule an appointment, you may contact Barb at 605-274-9156 or email her at barb.fish@securitiesamerica.com.

Barb Fish

Securities are offered through Securities America, Inc., Member FINRA\SIPC, and financial planning and advisory services offered through Securities America Advisors, Inc., Barb Fish, Representative. Service First Federal Credit Union, Service First Retirement and Investment Services and USAdvisors Network are not affiliated with the Securities America companies.

Not NCUA Insured - No Credit Guarantees - May Lose Value

Securities licensed in: AR, AZ, CO, FL, GA, IL, MN, MO, MS, OK, SD, TX, WA, WY 
Insurance licensed in:  AZ, IL, SD
Advisory licensed in: SD, TX

 

Telephone: 605.336.1047 | Fax: 605.336.0103 | Email: info@servicefirstfcu.org
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