Financial Planning with You in Mind We are pleased to partner with CUNA Mutual Group to provide comprehensive financial planning solutions designed specifically for NMTW members. The MEMBERS Financial Services Program offers various investment and insurance programs that complement NMTW’s traditional savings plans.
Your MEMBERS Financial Services Representative - Sean M. FarrellSean is a Registered Representative* who advises individuals, business owners and employees on a wide range of financial issues including: IRA and 401k plans, 457 Plans, TSA's, variable annuities, mutual funds, annuities, fee based accounts, employee stock options, 529 college savings plans, employee benefits, and insurance. He specializes in investment management, wealth management, retirement planning, IRA rollovers, and lump sum investments. Sean is currently registered with CUNA Brokerage Services, Inc. to sell securities and provide investment advice. Sean is a University of South Florida graduate and has over 16 years of experience in the financial planning industry. Sean is also a member of the Financial Planning Association. Do you feel confident that you are saving enough for retirement and future goals? Do you have the right amount of life and disability insurance? If you’re not sure or have other questions, call Sean today to set up a no cost, no obligation financial planning session. Sean can be easily reached directly by phone at 978-323-0665 or email him at This e-mail address is being protected from spam bots, you need JavaScript enabled to view it . Visit the MEMBERS Financial Services website to learn more about programs tailored specifically for NMTW members. Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR100701-8301 |
