Y12 Investment & Retirement Services
Y12 Investment & Retirement Services, is a personal financial management service designed especially for credit union members. We provide professional retirement, insurance and investment services to members like you whether you're just starting a savings plan, nearing retirement or already living in retirement. Initial consultations are offered at no cost or obligation to you. From IRA's to 401(k) rollovers, you can turn to us for advice you can trust.
Through Y12 Investment & Retirement Services, we deliver to members a complete range of financial products and services available in the marketplace today. View the Investor Connection for additional information, or make an appointment today with a Financial Advisor.
Ellen Coppinger, CFP™ is the Y12 Investment & Retirement Services Representative who can work with you to create a personal financial blueprint to help achieve your goals.
Securities sold advisory services offered through CUNA Brokerage Services, Inc. (CBSI) member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.
CBSI is a registered broker/dealer in all fifty states of the United States of America.