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Thank you for choosing Georgia’s own!
The Georgia’s Own Investment and Retirement Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving Credit Union members. CUNA Brokerage Service, Inc. is an affiliate of CUNA Mutual Group.
When you think about the future and retirement, are you excited or concerned?
Regardless of where you are in your preparation, our team of experienced professionals can help you manage your investments and savings. A little strategic planning and insightful analysis now can go a long way to helping ensure your retirement is everything you hope it will be, and more.
Georgia’s Own financial advisors offer more than a wealth of experience and knowledge. They also offer a genuine concern for your financial success. Everything we do and recommend is made with your goals in mind. We’ll not only come up with a winning plan; we’ll also see it through.
Let’s get started! Contact us anytime at 404.253.9703 or shoot us an email for a no-cost, no-obligation appointment to discuss your investment and retirement plans.
Upcoming Wealth Management Seminars:
Did you know that although women expect to live longer than men, they’re saving less for retirement? The “Women and Investing: Steering toward Retirement” seminar will teach you to take charge of your financial future through investing, helping you achieve financial freedom for yourself and your loved ones.
Candace Mills from Georgia’s Own Investment and Retirement Services will be hosting two seminars***. Registration begins at 5:45pm, and the seminars will begin at 6:00pm. If you’re interested in attending an event, please select and sign up for one below.
Our advisors help with a variety of
services including:
- Investments
- Rollovers
- Education Funding
- Insurance
- Estate Conservation
- Individual Retirement
Accounts (IRAs) - Life and Disability
Insurance - Annuities
- And More…
Meet Our Financial Professionals
Check the background of these investment professionals at FINRA's Broker Check.
*Georgia’s Own Investment and Retirement 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, including the possible loss of principal. 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. FR-2203204.1-0818-0920
**CRPC is a registered service mark of the College of Financial Planning. Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
***Workshops are for educational purposes only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc, member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Financial advisors are not tax experts. For information regarding your specific tax situation, please consult a tax professional. Asset allocation and diversification do not guarantee a profit or prevent a loss. See you prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. If you do not wish to receive marketing materials form CUNA Brokerage Services, Inc. At this email address, please send a reply to this email with "remove" in the subject line. The sender of this email will remove you from their marketing distribution.
FR-2063940.1-0318-0420