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:
What do I get during my consultation?
Check the background of this investment professional on FINRA's BrokerCheck.
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.
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.