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Retirement & Investment Services

Members Financial Services

The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

The MEMBERS Financial Services Program is a personal financial management service designed exclusively for credit union members. This program offers a variety of insurance and investment programs that complement the savings programs offered by Tyndall Federal Credit Union.

To learn more about the background of your financial professional, please go to BrokerCheck by FINRA.

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Investor Connection

No matter where you are in life or what your goals are, we can help. To get started,  contact CUNA Mutual through our Online Brokerage Center to learn more about financial strategies for long-term financial planning for the items below. 

Professional Services:

  • Comprehensive Financial Guidance
  • Education Funding
  • General Investment Management
  • Investment Management for Seniors
  • Retirement Account Planning
  • Insurance Planning
  • IRA and 401k Rollovers**
  • Long Term Care Insurance
  • Retirement Income Planning
  • Retirement Planning
  • Wealth Management

Please be aware that when you click on the MEMBERS Financial Services or Investor Connection links, you will leave Tyndall Federal Credit Union's website.

Please note:

  • You are linking to an alternate website not operated by the credit union;
  • The credit union is not responsible for the content of the alternate website;
  • The credit union does not represent either the third party or the member if the two enter into a transaction; and
  • Privacy and security policies may differ from those practiced by the credit union.

 *MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

**Prior to requesting a rollover from your employer-sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you.  There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer-sponsored retirement account and an IRA.