Financial planning can be a challenging road to navigate without trusted advice and direction. INOVA financial advisors are ready to make that journey with you by offering a full service financial advisory program. Whether you’re just getting started, putting money away for your child’s eduction, planning for retirement or already enjoying the golden years, INOVA financial advisors will help you create a plan to achieve your short and long-term financial goals. Through an arrangement with CUNA Brokerage Services, Inc., INOVA financial advisors focus on what matters most to you—personal retirement plans, life insurance, long-term care insurance and investment services.
Contact Phyllis and set up a no-cost consultation to analyze your current financial situation and determine which retirement, investment, or trust options are right for you. Check the background of our investment professional on FINRA's BrokerCheck.
Securities sold, Advisory Services offered, through CUNA Brokerage Services, Inc., Member FINRA/SIPC. Securities sold through CBSI under contract with the financial institution. Life insurance and annuity products are issued by CMFG Life Insurance Company and other carriers.
Not NCUA/NCUSIF/FDIC Insured – No Financial Institution Guarantee – May Lose Value