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
- 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.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.