The MEMBERS Financial Service located at University Credit Union, Los Angeles, CA

Take the Retirement Road Test

No-Cost Financial Workshops

A Special Message from the MEMBERS Financial Services Program

MEMBERS Financial Services: a Program Designed to Help You Achieve Financial Security!

Joseph De Maria, the MEMBERS Financial Services representative, located at the UCU Main Office.

Are you aware that most Americans spend more time planning for a two-week vacation than planning for retirement? (American Savings Education Council) Work With Someone You Trust !!

Joseph De Maria, the representative of the MEMBERS Financial Services, has a primary objective of helping members reach their retirement goals. There are a lot of options for your retirement, but the first step is developing a strategy. As a financial services representative, located at University Credit Union, his job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Now's the time to get together and create your retirement plan. Together he'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Should you add stocks to your portfolio? Are your financial expectations realistic?

Over the last 15 years, through workshops and personal interviews, Joe has helped a great number create a methodology to reach three key financial goals: 1) wealth accumulation during the working years, 2) security and independence in retirement, and 3) transfer of assets in the most advantageous way. Specifically, Joe can help you:

Retire more comfortably
Protect your assets and your financial future
Fund your children's or grandchildren's education

Joseph De Maria is a registered representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. He is also a licensed representative of CUNA Mutual Insurance Society.

Joseph's education includes designations as a Certified Financial Planner and a Chartered Financial Consultant, as well as a Graduate Degree in Business from Pepperdine University.

To find out how Joseph De Maria can assist you, please contact him at:

E-mail a request
or
call to make an appointment
at (310) 477-6628, ext. 2309

Disclaimer: MEMBERS Financial Services Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Insurance Society Representatives, and in New York, licensed insurance representatives of other companies. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.

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Applications:

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Web-based financial services through MEMBERS' Financial Network

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For more information, please e-mail us or call (310) 477-6628.