Investment Services

You’ll be happy to know that the familiar face-to-face service that you’ve come to expect from your credit union has now been extended to the investment world.  Lawrence Gardner, and Becky Fisher are Achieva Credit Union’s Registered Representatives.  They are registered representatives of CUNA Brokerage Services, Inc. as well as licensed insurance agents.  Lawrence and Becky will help you select from a variety of investment and protection vehicles including: Mutual funds, Term Life Insurance, Fixed annuities, and 403(b).  You can find our Registered Representatives at the following locations/phone numbers:

Lawrence Gardner, Member Service Center (MSC): (727) 431-7427
Becky Fisher, Sarasota: (941) 907-4074

To schedule a meeting, or if you have any questions, please call your local Registered Representative or the Achieva Financial Planning & Trust Services office at (727) 431-7677 or (941) 907-4877.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products: are not federally insured; are not obligations of the credit union; are not guaranteed by the credit union or any affiliated entity; involve investment risks, including the possible loss of principal; and may be offered by an employee who serves both functions of accepting members’ deposits and the selling of nondeposit investment products. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.