Investments and Insurance

Busy lifestyles and multiple priorities make successful investing more challenging than ever. In today’s complex and ever changing financial marketplace, it’s important to take a team approach to preparing for your financial future. When you join with your Commonwealth CU Retirement & Investment Financial Representative and INVEST Financial Corporation, you create a powerful team.

Commonwealth CU Retirement & Investment strives to make investing simple with easy access to your accounts, a simple to understand statement and fast response to your inquiries.

With the expertise of your Commonwealth CU Retirement & Investment Representative and the convenience of a full-service investment firm at your command, preparing for your financial future can help make your dreams more achievable. We’re ready to help you turn your financial goals into a reality. Beginning an investment program is easy.

Your Commonwealth CU Retirement & Investment Representative is prepared to assist you with a broad selection of products including:

  • Mutual Funds
  • Unit Investment Trusts
  • Fixed and Variable Annuities
  • Stocks
  • Bonds
  • Life Insurance
  • Individual Retirement Accounts

INVEST Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Commonwealth CU Retirement & Investment Services or Commonwealth Credit Union.
Products offered are: • Not NCUA insured • Not Credit Union Guaranteed • May lose value including loss of principal.