Financial Analysis Now Available
For a no obligation, no charge analysis, you may call CSI at 256-543-7660 ext. 2202 or you may email Jim Houston. 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 800-369-2862. 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. Member Testimonial"Without the financial help from the long term care insurance, our savings and investment income would have been gone. I would have had to sell our home. " Read Anne's Entire Letter Here. Announcing the Promotion of Allan GohdeCommunity Services, Inc., would like to announce the promotion of Allan Gohde to Vice President / Commercial Lending. |
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When was the last time you had a complete financial checkup? CSI now offers this service at no cost to all members. It includes a full review of your current assets and liabilities, cash flow, retirement projections, educational funding needs, long term care planning and more. Then your goals and objectives for the short, medium and long term future are developed. With this information, you and our Financial Advisor, Jim Houston, will review recommendations to help protect your family and reach your goals. 











