Members Financial Services

Free Financial Planning

There are many important financial decisions that must be made throughout someone’s life, so we have partnered with MEMBERS Financial Services to help you with all your financial needs.  Whether you are newly married, a parent planning for your child’s education, planning for retirement or just facing an unexpected job change, Financial Advisor, Greg Norman, can help you reach your financial goals.

Greg Norman, our Financial Advisor can assist you with:

  • Money Management                 – Estate Conservation Management
  • Insurance Planning                   – Investment Planning
  • 401(k) Planning                          – Business Planning
  • Retirement Planning                 – Education Funding

Check the background of this investment professional on FINRA’s BrokerCheck.

If you don’t have the time or expertise to create a practical financial plan yourself, call 626.444.1972, Ext. 243. It’s your first step on the road to financial fitness

Investments are not NCUSIF/NCUA Insured
May lose value
No credit union guarantee

Securities are provided by Financial Network Investment Corporation, a registered broker/dealer and member SIPC. Financial Network is not an affiliate of Vons Credit Union or any other affiliated entity.