Saundra Ivy, a financial advisor with KALSEE Retirement & Investment Services located at KALSEE Credit Union, has been named a Fast Start Award winner – a recognition presented by CUNA Brokerage Services, Inc. (CBSI) which honors new advisors for their superior performance after attending new advisor training.
In winning this award, CBSI recognizes Ivy’s commitment to the financial well-being of credit union members.
Ivy is a registered representative of CBSI – the leading broker-dealer serving the credit union marketplace – which partners with credit unions to operate programs dedicated to bringing members quality, personalized financial products and services. Services include retirement planning, financial planning, education funding, insurance and wealth management.
Ivy joined the KALSEE Retirement & Investment Services team at the end of 2016, with 22 years of experience in the financial planning industry. Ivy brings with her a strong service oriented background with a focus on cultivating relationships through values-based financial planning.
For a no-cost, no-obligation consultation with Saundra, call 269.382.7898.
A full service financial institution, KALSEE Credit Union’s mission is to provide and promote a wide range of financial services to help members gain personal financial success. With five branches and $165 million in assets, KALSEE has served the Kalamazoo, Portage, and Battle Creek communities since 1954. KALSEE accepts membership applications from anyone who lives, works, or is educated in Allegan, Barry, Branch, Calhoun, Cass, Kalamazoo, St. Joseph, and Van Buren counties.
Securities sold, advisor 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.