A Message from the MEMBERS Financial Services Program
Since 2002, Alabama Credit Union has been making a financial management service available to you through the MEMBERS Financial Services Program located at the credit union. Due to the favorable response from members and the success of this program, we are pleased to introduce Jennifer P. Beatty as the second full-time Financial Services Representative. Jennifer is looking forward to providing service to Alabama Credit Union members along with the existing MEMBERS Financial Services Representative Gale K. Zumpano, CFP®, CRPC®.
The MEMBERS Financial Services Program is a personal financial management service that can help you identify your major financial goals and objectives, analyze your current financial situation, and recommend alternative methods to help you achieve financial security. With the MEMBERS Financial Services Program, you can have the tools necessary to manage your finances in the face of inflation, taxation, and other uncertainties of life.
If you would like to set up an appointment with either Gale K. Zumpano or Jennifer P. Beatty, please call (205) 348-5106. There is no cost of obligation for the service...only a great opportunity to help yourself.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.