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   What's Inside The Taxman Cometh – File the Easy Way – with TurboTax® 80th Annual Meeting and Board of Directors Election Meet The Endura Financial Investment Services Reps  |
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Meet The Endura Financial Investment
Services Reps Endura Financial Investment Services would like to introduce our two Investment Services Representatives: Troy M. Barta and Jeremy Eshelman. As Financial Advisors at Endura Financial, Troy and Jeremy are here to provide credit union members with professional assistance, quality financial products and dependable service. Troy and Jeremy are Registered Representatives of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds. Troy and Jeremy are also licensed insurance representatives of CUNA Mutual Life Insurance Society. Troy has a B.A. in finance from the University of Wisconsin, LaCrosse, and is a Certified Financial Planner® and Chartered Retirement Planning CounselorSM.* In addition to 12 years of experience in the financial services industry, Troy is a past member of the CUNA President's Council. Jeremy has a B.A. in economics from the University of Minnesota and is experienced in both financial services and life insurance sales. Call today for more information or to arrange a meeting with Troy or Jeremy. There is no obligation or cost for the meeting. They can work with you to help you achieve your personal financial goals and provide information on insurance, retirement, investments, education funding, business planning, mutual funds and stocks/bonds. 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. FR110729-5BE6
Call today for more information or to arrange a meeting with Troy or Jeremy. There is no obligation or cost for the meeting. 
Troy M. Barta, CFP®, CRPCSM*Office (952) 738-7609 Toll Free 1-800-533-4004  Jeremy EshelmanOffice (952) 738-7609 Toll Free 1-800-533-4004 |
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 This publication does not constitute legal, accounting or other professional advice. Although it is intended to be accurate, neither the publisher nor any other party assumes liability for loss or damage due to reliance on this material. ©2008 Endura Financial Federal Credit Union. |
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