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MEMBERS Financial Services Program
Investment Questions? Ask Dave Loftus, CLU, ChFC, VP, Financial Advisor, MEMBERS Financial Services. Whether you are a first-time investor or an experienced pro, you will be able to find the information, products, and expertise you need through the MEMBERS Financial Services Program, located at Credit Union of Johnson County. Dave is available by appointment only, at Frontier Community Credit Union
By appointment only. Dave Loftus is available by appointment only, to schedule, call or email LethaH@FrontierCCU.coop
The MEMBERS Financial Services Program is a financial management service designed to help you organize your financial affairs and plan for the future. A Credit Union member may meet with the representative at no cost, but the overall products and services do have a cost.
Dave Loftus can help you develop a personal financial management program that meets your specific goals and needs. Dave is knowledgeable and can assist you with:
- Retirement Planning
- 401k/ Pension Rollovers
- Mutual Funds
- Annuities
- Life Insurance
- Long Term Care Insurance
- Traditional and Roth IRAs
Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the Credit Union. CBSI is a registered broker/dealer in all 50 states of the United States of America.
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