Matt Akers, Crane Investment and Trust Services Representative
Announcing a Program Designed to Help You Achieve Financial Security A Message from Crane Investment and Trust Services
We all strive for greater financial security. Mortgage payments, retirement, education, and health care costs are all areas of concern. It often seems that just saving money alone may not meet future needs. However, a sensible program that combines savings, life insurance and investments can provide a total package.
With this in mind, we are announcing the availability of a wide range of financial management options through Crane Investment and Trust Services*, a personal financial management service designed especially for Credit Union members. Crane Investment and Trust Services located at Crane Federal Credit Union offers a variety of insurance and investment solutions to complement our traditional savings program. Matt Akers, the Crane and Investment Trust Services Representative, can work with you to create a personal financial blueprint to help achieve your goals.
Whether you’re single, just married, or ready to retire, you may want to see if the Crane Investment and Trust Services Representative can be of assistance to you.
Please call program coordinator, Katie Barker, at 813-323-9200 ext. 7568 to schedule an appointment or complete the form below. We look forward to meeting with you soon.
*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 Broker Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.