Crane Investment and Trust Services
Financial Advisory Program Now Located at Crane Federal Credit Union
Members Offered Retirement Planning, Wealth Management Solutions
Crane Federal Credit Union has chosen Crane Investment and Trust Services as a financial advisory services partner in the interest of serving the needs of its members. Designed exclusively for credit union members and located at the credit union’s Bloomington Branch, Crane Investment and Trust Services is a full-service financial advisory program providing retirement, insurance and investment services to individuals.
Products and services provided by the financial advisory program will include; Retirement Planning, Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers, Life Insurance, Long-Term Care Insurance, as well as various other offerings designed around the needs of the credit union’s members.
The program works in cooperation with Crane Federal Credit Union and complements the products and services the credit union makes available to its members. “Our goal has always been to be a life-long, trusted partner for our members,” explains Bob Downs, CEO, “Together with Crane Investment and Trust Services, we can provide a full-service package to help our members realize their full financial potential.”
Crane Investment and Trust Services will be staffed by Matthew Akers, a financial advisor with over 6 years in the financial industry. Matthew Akers is available to meet with individuals to evaluate their financial situation, offer recommendations and coordinate their investment and insurance choices.
“Be assured,” continued Bob Downs, "that Matt will serve you with the same personalized attention you’ve come to expect from our credit union.”
For more information, contact Matt at (800) 692-3274 extension 7571 today for a no-cost, no-obligation appointment.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), Member FINRASIPC, Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.