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Take advantage of the Wealth News Newsletter
December 2008 Newsletter

Whether you are planning for retirement, or saving for your children's education, we can help you meet your goals.The Financial Advisor at Warren Investment Services is registered through our broker/dealer, CUSO Financial Services, L.P. (CFS).

Our experience in investing and building solid financial plan swill be beneficial as you strive to achieve your own financial goals.

A number of options are available through CFS to accommodate your unique and specific needs:

  • Mutual funds
  • Tax-deferred annuities
  • Individual retirement accounts (IRAs)
  • Roth IRAs
  • Education IRAs
  • 529 plans
  • Custodial Accounts
  • Retirement plans – 401(k), 403(b), SEP
  • Education fund accounts
  • Stocks
  • Corporate and municipal bonds
  • Money market funds

Our Financial Advisor can help you select the right investment product, properly allocate your assets, and establish your risk tolerance.


Set up a no-obligation financial consultation today!

Donna Creighton Jim Mantell 
Investment Advisor  Investment Representative 
Securities offered through CUSO Financial Services, L.P. Securities offered through CUSO Financial Services, L.P.
307.432.444 or 800.368.9328 ext 5444 307.432.5370 or 800.368.9328 ext 5370
jmantell@warrenfcu.com jmantell@warrenfcu.com

Investment services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer. Investments are not NCUA/NCUSIF insured or credit union guaranteed and may lose value. Investment Advisors are employees of Warren Federal Credit Union and registered through CFS (member FINRA/SIPC)

A systematic investment plan does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment, so investor should consider financial ability to continue purchases through periods of low price levels.

*eVISION® is a registered trademark of CFS.

 

Warren Federal Credit Union PO Box 3200
Cheyenne, WY 82003
307.432.5400
800.368.9328 - Toll Free
ezmail@warrenfcu.com




 

Current Rates

Type Term APR
2004 or newer - up to $25,000 up to 60 months 6.25%
Home Equity Line of Credit As low as 3.99%
Recreational Vehicles As low as 8.00%

Annual Percentage Rates (APR) are based on approved credit and are subject to change

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