Security Retirement & Investment Services
There are many important financial decisions that must be made throughout someone's life. Security Retirement & Investment Services is available to help members with all their financial needs. Whether it's a newly married young couple, parents planning for a child's education, a worker planning for retirement or someone facing an unexpected job change, Financial Advisors, Steve Hartman and Adam Lazar, can help you reach your financial goals.
The Security Retirement and Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. Check the background of this investment professional on FINRA's Brokercheck.
- Log in to your brokerage account
- Folio Investing
- How much retirement income will you need? Click here to learn more.
Work With Someone You Know
Where do you see yourself in 5, 10, or ever 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?
Our professionals can assist you with:
- Insurance Planning
- 401(k) Planning
- Retirement Planning
- Estate Conservation
- Investment Planning
- Business Planning
- Education Funding
Whether they are large or small, contact Steve Hartman at (800) 373-2333 ext. 1607 or Adam Lazar at (810) 235-2322 ext. 1703 to schedule a no-cost, no obligation appointment to discuss your individual needs.
*Security Retirement & Investment Services Advisors are registered representatives 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.
Security Credit Union is committed to accessibility and usability of our site, www.securitycu.org, for all people. We are working to maintain the World Wide Web Consortium’s Web Content Accessibility Guidelines 2.0 Level AA (WCAG 2.0 AA) as our web accessibility standard. It is our intent to fully comply with the Americans with Disabilities Act and as part of this commitment, we are continually working to improve our website to make it more accessible.
If you are using a screen reader or other auxiliary aid and are having problems using this website, please call 810-235-2322, email us at email@example.com or mail us at P.O. Box 5255, Grand Blanc, MI 48480-5255 for assistance. All products and services available on this website are available at all Security Credit Union locations.
Security Credit Union's website contains links to websites hosted by third parties. Security Credit Union does not make claims regarding the accessibility of third-party websites and is not able to make accommodations on such websites.
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