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.
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:
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.
*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.
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.