Money Management

METRO Investment Services

Get Your Plans Underway

Are you on course to reach your financial destination? Whether you need assistance with launching your plan, or just need help to smooth out the ride, your METRO investment professional can work with you to establish a clear direction.

You'll also receive ongoing guidance and solutions to help you stay on course for the long term.

Keep Things Smooth and Steady

With a focus on your unique needs along with a consultative, personalized approach, we'll help keep your investments on smooth and steady course.

Your dedicated investment professional will work with you to devise an investment plan that integrates a number of critical strategies such as:

  • Balance - investments that consider your objectives, time horizon and risk tolerance
  • Diversification - spreading your assets among a range of investments
  • Dollar cost averaging - investing a fixed amount in set intervals*
  • Asset allocation - a methodical approach to determining an investment mix to help you meet multiple objectives
  • Tax-deferral - investing for growth using investments with earnings that are tax-deferred until withdrawn during retirement
  • Small business planning - special strategies and investment services for the self-employed or small business

For more information, visit our Metro Investment Services website!

For a complimentary, no-obligation consultation, call a Metro Investment Services professional advisor at 619-278-5992.

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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

*Dollar-cost averaging does not assure a profit and does not protect against loss in declining markets. Since dollar-cost averaging involves continued investing regardless of fluctuating securities prices, you should consider the ability to continue purchases over an extended period of time.

FR020812-45FA



March 4, 2014

 

Local Financial Advisor Receives Woman of Distinction Honor

San Diego, Ca – Wendy Cundari, a Financial Advisor at San Metropolitan Credit Union (SD METRO), registered through CUNA Brokerage Services, Inc. has received the 2014 Women of Distinction award in recognition of her superior performance, value and overall contribution to the financial services industry.

Women of Distinction is an award presented by CUNA Brokerage Services, Inc. recognizing the top female financial advisors throughout the nation within their broker/dealer operation. Candidates are nominated by industry peers, and selections are based on the nominee’s annual performance and outlined contribution to their clientele, the credit unions they service, as well as the financial services industry as a whole.

Through her role as a Woman of Distinction, Wendy Cundari will participate in a national mentoring program sponsored by CUNA Brokerage Services, Inc. where she will have the opportunity to work with, and foster, female advisors who are new to the industry.

When asked how she can help SD METRO members, Wendy stated "over the last 20 plus years, through workshops and personal interviews, I’ve helped a great number of people make sound financial decisions that have stood the test of time — while maintaining consistency with their individual comfort level, investment time-line and goals."

"Speaking directly to someone reading this message, I want you to know that working together with you, I can help you create a strategy geared towards meeting three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer assets in the most advantageous way. Periodically we will review your situation and make adjustments as needed. It just makes sense – as your life changes, so do your financial needs and I’ll be here for you at every stage of your life."

"As a trusted partner of San Diego Metropolitan CU, I have a strong history of working with credit union members, their family and their friends."

Background Information: CUNA Brokerage Services, Inc. utilizes face–to–face financial advisors to help credit unions meet member retirement, investment and insurance needs. Working onsite at credit unions, financial advisors provide members with comprehensive financial services from simple transactions to complex financial planning and wealth management services.

CUNA Brokerage Services provides Broker Dealer services to credit unions throughout the nation, offering a full range of investment products, variable insurance products, securities programs and professional services related to securities transactions.

CUNA Mutual Group is a leading provider of financial services to cooperatives, credit unions, their members and valued customers worldwide. With more than 75 years of market commitment, CUNA Mutual’s vision is unwavering: to be a trusted business partner who delivers service excellence and customer-focused, best–in–class products and market–driven innovation. More information on the company is available on the company’s Web site at www.cunamutual.com.