Mutual Security Investment and Retirement Services

Individualized investment services to help you plan for your future and achieve your financial goals.

Mutual Security Investment and Retirement Services

The Mutual Security Investment & Retirement Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Service, Inc. is an affiliate of CUNA Mutual Group.

Headshot of financial adviser, Thomas Kuharski

Meet Our Financial Advisor

Thomas Kuharski is the Mutual Security Investment and Retirement Services Financial Advisor.

Tom is based out of our Watertown Branch located at 764 Straits Turnpike and travels to our other branches as requested.  He is adept at providing individualized investment and insurance solutions that serve your best interests, and help you achieve your financial goals.

  • Retirement Planning
  • Education Funding
  • Insurance Planning (Including Life, Long Term Care, and Disability)
  • Investment Planning
  • 401K Rollovers**
  • and more

For the last 24 years, Tom has been in the financial services industry, focusing on helping his clients reach their full financial potential. Check out Tom’s full background on FINRA’s BrokerCheck.  

Schedule your no cost, no obligation consultation by calling Tom at 800-761-2400 ext. 2208 or emailing him at Tom.Kuharski@cunamutual.com.

Learn more about our Investment and Retirement Services

*Mutual Security Investment & Retirement Services Advisors are registered representatives of CUNA Brokerage Services, Inc. **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. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. 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.

Start planning for your future today!

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