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The Carolinas Telco Capital Advisors program is offered through CUNA Brokerage Services, Inc.® a broker/dealer focused on serving credit union members. CUNA Broker Services, Inc. is an affiliate of CUNA Mutual Group.

RETIREMENT PLANNING

Saving for retirement is rarely easy. Balancing your short term needs with the goal of ensuring a secure retirement, requires guidance and advice. Let our trusted advisors assist you in preparing for life after work.

Learn more on the Investor Connection – Preparing for Your Future page.

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TRUST SERVICES

Couple sitting with financial advisor holding plan

Carolinas Telco Federal Capital Advisors has partnered with MEMBERS™ Trust Company* to bring personalized trust and estate planning services to our members. For more than 15 years, MEMBERS™ Trust Company* has been assisting credit union members with services like tax savings strategies, estate settlement, asset management services, revocable living trusts, charitable giving, and life insurance trusts.

Discover more by visiting the MEMBERS Trust Company.

*Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.

 

ONLINE BROKERAGE

CUNA Brokerage is a complete online brokerage service from CUNA Brokerage Services, Inc. You can open a brokerage account, view current account status and holdings, get quotes, conduct trades, and obtain up-to-date market information.

Learn more on the Investor Connection – Account Access page.

 

INSURANCE

Carolinas Telco Capital Advisors offers insurance options at affordable rates to help protect you and your family.

 

529 COLLEGE SAVINGS PLAN

A 529 College Savings Plan is a tax-advantaged option to save for the costs associated with higher education. The account can be used for qualified educational expenses, including tuition and housing costs while in school.

Learn more on the Investor Connection – Preparing for Your Future page.

Carolinas Telco Capital Advisors are registered representative of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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-2508333.1-0419-0521