Conversations at your convenience.
Your advisor is available during normal business hours as well as on evenings & weekends.
Our experience can help you plan, invest, and manage funds for your future.
Contact
Jonathan Turner
Phone: (270) 796-8500
Focused Support
A dedicated relationship with the Service One Credit Union advisory team.
No hidden fees
Affordable pricing, no commissions, and no hidden fees.
Wealth Planning Options
What products & services are available?
- Financial Planning / Life Planning
- Retirement / 401(k)
- Stocks, Bonds, Mutual Funds, ETFs
- Personal Financial Advisor
- Portfolio Management
- Investments
What types of accounts can I open?
- Individual
- Joint
- Trust
- IRAs
- 401(k) / Roth; 403(b); 457
- Health Savings Account (HSA)
What if I already have an investment advisor?
Our advisors can review financial plans or investment portfolios and provide analysis and recommendations at no cost.
What questions can I ask financial advisors?
Common financial questions might include retirement planning, investment portfolios, and long or short-term goals such as buying/selling a house, college planning, and mutual funds/stocks/bonds. All members are welcome to start a conversation–no obligation or commitment is required.
Get the most of your membership with Exclusive Perks
Wealth management products and services are offered independently through Credit Union Wealth Group, an SEC registered investment advisor. Credit Union Wealth Group and Service One Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union, credit union service organization, or credit union affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested.
Suggested Reading
