Investment & Trust Services
|Seven Seventeen Investment & Trust Services* is a total financial counseling service designed to address your current financial concerns as well as your long range financial objectives. Visit the Seven Seventeen Investment & Trust Services website** to access a variety of financial services. |
Call 330-372-8100, 330-726-0344, 330-677-0001, 330-492-1106 or 800-775-7741 to schedule a consultation with a Seven Seventeen Investment & Trust Services representative.
- Seven Seventeen Investment & Trust Services representatives can help with tax planning, estate planning, protection analysis, education planning, retirement planning and investment planning & analysis.
- Representatives are located at our Larchmont Office and are available to discuss your financial needs or schedule a consultation.
- The Seven Seventeen Investment & Trust Services website** is available when you can't get to our Larchmont Office. Use it to:
- Open a MEMBERS Brokerage Account and trade securities online.
- Access a variety of financial calculators.
- Research financial information in the Financial Library.
- Learn about and purchase financial products such as life insurance, annuities and mutual funds.
- Visit the MEMBERS BrokerNet section and access 60 days of past account information for any CUNA Brokerage account, get stock quotes, or create a “model portfolio” of certain mutual funds or individual equities.
- Make partial stock purchases at the MEMBERS Brokerage Center with MEMBERS Foliofn.
*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.
**Seven Seventeen does not own or operate the linked website and is not responsible for the content of the website. CUNA Brokerage Services, Inc. is a trusted partner of Seven Seventeen Credit Union. Seven Seventeen does not make any guarantees or endorsements of products that may be available on the linked website. Seven Seventeen does not represent either you or the other party if you enter into a transaction on the website. Privacy and security policies may differ from those practiced by Seven Seventeen.