MEMBERS Financial Services

Our team of professionals at MEMBERS Financial Services makes available the personal service you expect and deserve, and the investment and financial expertise to help you manage your assets throughout every stage of your life. 

Your MEMBERS Financial Services representative can help identify your goals and develop a plan to achieve them. We provide a wealth of information and financial planning tools including:

• Financial Services
• Insurance
• Investments
• IRAs and other retirement plans

Take advantage of the very best financial resources and support, and talk with a MEMBERS Financial Services representative°.

°Third-party website, Lake Trust Credit Union is not responsible for the content, availability, security or compliance of any linked third party websites. In addition, the site's privacy policies may differ from those of Lake Trust.

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 (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. 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. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.

Trust services available through MEMBERS Trust Company, 14025 Riveredge Dr. Suite 280, Tampa, FL 33637.