NEED HELP PRESERVING AND GROWING YOUR WEALTH?
INVESTMENT SERVICES ALIGNED WITH OUR MISSION
It’s not about how much you have now, it’s what you can have later. We work with CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members, to offer our members a comprehensive investment services program. Whether you need help launching your plans or could use some guidance to smooth out the ride, a Wheelhouse Investment Services advisor will work with you to establish a clear direction. Get ongoing guidance and strategies that will help you stay on course for the long term.
Retirement and 401(k) Planning
Wealth Management
Portfolio and Investment Management
Long Term Care Insurance
Education Funding
Comprehensive Financial Guidance
General Investment Management
Meet the Dedicated Wheelhouse Investment Services Advisor
Check the background of the investment professional on FINRA’s BrokerCheck.
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Wendy Cundari, CRPCVice President, Wealth Management
CA License No. OA32064
Get a Complimentary, No-Obligation Consultation
Contact Wendy Cundari to set up your first appointment
Retirement Calculators
Disclosures
*Wheelhouse Investment 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
FR-2511821.1-0419-0521