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LET US HELP YOU PLAN FOR YOUR FUTURE |
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Gary R. Verdries, CFP |
IS GROWING and MOVING
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Stephen J. Fleckenstein |
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Due to the favorable response from members and the success of this program, a second financial advisor has been added so that the MEMBERS Financial Services program can be made available to more KALSEE members.
The second full-time financial advisor is Stephen Fleckenstein. Stephen comes to KALSEE with 20 years of wide ranging financial experience, including personal financial advisor, bond trader, trust portfolio manager, and wealth management. Stephen is looking forward to serving KALSEE members along with the existing Senior Financial Advisor, Gary R. Verdries. Gary is a Certified Financial Planner™ professional, and has over 25 years in the financial industry. Now, Stephen and Gary will be sharing the responsibility of serving KALSEE members. They are both dedicated, knowledgeable, and experienced financial advisors committed to meeting your retirement, insurance, and investment needs.
MEMBERS Financial Services has now moved to KALSEE - Westnedge. For greater convenience and easier access, the MEMBERS Financial Services offices have relocated to the new KALSEE office at 7225 S. Westnedge in Portage, Michigan. (The new KALSEE office is located just South of Romence Rd. across from Culvers Restaurant.) The new telephone number is: (269) 323-9600. The new fax number is: (269) 323-2571.
The MEMBERS Financial Network® Program is a financial advisory service designed to help you organize your financial affairs and plan for the future at no cost or obligation. Through the MEMBERS Financial Network, you have access to financial advisory services, and a wide range of coverages, investments and transactions at one location. You will have convenient access to knowledgeable representatives, valuable information, and investment and insurance vehicles - resources that can help you identify objectives and make sound financial decisions.
MEMBERS Financial Services representative, located at the Millcork Street Office. OFFICE LOCATION: 7225 S. Westnedge Ave.
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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. |
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