Investment Services

Investment Services

Your financial future is too important to gamble with, especially if you have long-term goals like college for the kids or a secure retirement. As a Vons Credit Union member, you can get a financial planner to work for you!

Greg Norman, our Financial Planner, would love to meet with you to:

  • Discuss your current financial situuation
  • Help you identify short-, mid- and long-range goals
  • Recommend an investment program to help you meet your goals
  • Put you on track for a financially secure retirement
  • Present options for estate planning
  • Explain applicable tax-advantaged investment options

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.