Get help with your financial goals.

What is DuPage Financial Advisors?

Exclusively for members, the DuPage Financial Advisors program is offered through CUNA Brokerage Services, Inc*skip to disclosure, a broker/dealer focused on servicing credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. They can help you achieve your financial goals in the following areas:

  • Retirement Planning
  • 401(k)/Pension Rollovers**skip to disclosure
  • Investment Planning
  • Education Funding
  • Estate Conservation
  • Social Security
  • Trust Services
  • Business Planning
  • Life Insurance
  • Long Term Care
  • Mutual Funds & ETFs
  • Stocks/Bonds
  • TRS and SURS pensions
dupage financial advisors review portfolio

What do I get during my consultation?

  • A private review of your current overall financial picture
  • A discussion about your personal goals for your financial future and tools on how to achieve them
  • A look at how taxes, Social Security, pension, and more will affect you both in the present and the future
  • An open and inclusive environment for you to participate and ask questions
CBSI, FR-2897310.1-0120-0222
  • DuPage Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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 Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

return to top
  • Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you.  There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

return to top
phone icon 800-323-2611 message iconMessage Us branch locationsBranches & ATMs calendar icon Schedule Appointment
Routing Number: