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Retirement Consulting & Investment Services

The Retirement Consulting & Investment Services Representative, Pamela Schwartz, is a Certified Financial Planner. Pamela is available Monday through Friday and can schedule a time convenient for you. Call to make an appointment today at (865) 977-3118.

The Retirement Consulting & Investment Services Program has something for everyone!

• Investments
  • Mutual Funds
  • Fixed Annuities
  • Brokerage Accounts
  • General Securities Trading
• Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Disability Income
• Financial Services
  • Retirement Planning
  • Financial Management Analysis
  • Estate Planning

Securities sold through CUNA Brokerage Service, Inc., member NASD/SIPC, 5910 Mineral Point Road, Madison, WI 53705. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Similar products may be purchased from an agent or company of your choice.
Not federally insured, may lose value, not underwritten or guaranteed by the credit union.