investor services

Meet our Investor Services team, gather information on financial tools, market summaries, video alerts, financial calculators, and more by clicking here.

With the multitude of investments currently available, you need the knowledge and experience to make decisions that can help take you where you want to go over the long term.

A CFS* investment professional with Investor Services at TruMark Financial is conveniently located in your local branch and is eager to meet with you - with absolutely no purchase nor obligation necessary. Fill out the form to the left and click "SUBMIT"

Through Investor Services at TruMark Financial, you'll gain access to a full range of products and services:

  • Tax-advantaged annuities
    • Fixed
    • Immediate
    • Variable
  • Mutual Funds
    • Features include:
      • Growth
      • Income
      • Value
      • Tax-advantaged
  • Bonds
    • Corporate
    • Government
    • Municipal
  • Unit Investment Trusts
  • Brokerage services
  • Objective advice
  • Investing for retirement
  • College planning

Before making any investment decisions, speak with an investment professional to design an asset allocation strategy based on your financial objectives and risk tolerance.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: Are not NCUA/NCUSIF or otherwise federally insured. These products are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. TruMark Financial® Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.