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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.
Introducing the Mutual Security Investment & Retirement Services Financial Advisor located at Mutual Security Credit Union - Thomas Kuharski.
Tom is based out of our Watertown Branch located at 764 Straits Turnpike
and travels to our other branches as requested. He is available for a no
cost; no obligation financial consultation and can provide a variety of
financial products and services to our members.
He provides individualized investment and insurance products and
services that serve our members best interests, while helping them
achieve their financial goals.
Tom is adept at providing financial advice and services such as
Retirement Planning, Education Funding, Insurance Planning (Including
Life, Long Term Care, and Disability), Investment Planning, 401K
Rollovers** and so much more.
For the last 24 years, Tom has been in the financial services industry,
focusing on helping his clients reach their full financial potential.
For your no cost, no obligation consultation to help plan your future,
please call Tom at 800-761-2400 Ext 2208 or send him an email at Tom.Kuharski@cunamutual.com.
*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
Not NCUA/NCUSIF/FDIC insured, May Lose
Value, No Financial Institution Guarantee. Not a deposit of any
CBSI is a registered broker/dealer in all fifty states of the United
States of America
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