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MEMBERS Financial Services
Retirement, Insurance & Investments from a Trusted Partner
A Message from the Members Financial Services

Trust is everything - especially when it comes to your insurance and investments. That's why we are honored to have been chosen by NuVision Federal Credit Union as the financial services partner to serve the needs of members like you.

Designed exclusively for credit union members, and located right here at the credit union, MEMBERS Financial Services is a full-service financial advisory program. We provide retirement, insurance and investment services to members like you. We're here to help you and your family through a lifetime of financial planning needs - from those just starting a savings plan, to those with sizable assets looking for more sophisticated management tools.

Some of the products and services available include:
  • Retirement Planning
  • Wealth Management
  • Education Funding
  • Mutual Funds
  • 401(k) / Pension Rollovers
  • Life Insurance
  • Long-Term Care Insurance
  • Tax-managed Investing*
The MEMBERS Financial Services program is staffed by Dwight Lee and Jason Persinger, knowledgeable and experienced financial advisors devoted to serving all your retirement, insurance and investment needs. Dwight and Jason have over 20 years in the financial services industry, and understand the importance of trusted partners. Be assured Dwight Lee or Jason Persinger will serve you with the same personalized attention you've come to expect from your credit union. Call today for a no-cost, no-obligation appointment 714.375.8151.

*Representatives are not tax advisors. For more information regarding your specific tax situation, please consult a tax professional. 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. B2MM-0906-C110

About Us
Online Banking Enhancements Coming in September

For your convenience, the following improvements are being made to Online Banking. Watch for more details.
  • "Pay Now" link added to Loans on Home Page
  • Cross Account Transfer support
  • "Quick Peek" link to view recent transactions
  • Faster page load time
  • A redesigned Transfers page
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