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Home < Invest & Insure < Wealth Management < Financial Advisor

Wealth Management

Check the background of this investment professional on FINRA's BrokerCheck

We know it’s important to get professional guidance you can trust — especially when it comes to your insurance and investments. Designed exclusively for credit union members, the Wealth Management Program is a full-service financial advisory program of CUNA Brokerage Services, Inc.  

Offering knowledgeable investment guidance, resources and support, we will empower you to take control of your financial life. The Wealth Management Program provides retirement, insurance and investment services to guide you and your family confidently through a lifetime of financial planning needs — whether you’re just starting a savings plan or have sizable assets and are looking for more sophisticated management tools.

Learn More about USF FCU Wealth Management

Financial Advisor

Check the background of this investment professional on FINRA's BrokerCheck.

Helping you reach your financial goals is my number one objective. Working together, I'll you make sound financial decisions consistent with your comfort level, investment time-line and goals. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

With a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, I can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

It's easy to get started. Contact me for a no-cost, no-obligation consultation.

Daron Meyer

Daron Meyer
Financial Advisor
813-569-2126
Daron.Meyer@cunamutual.com

 

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 brokerage/dealer in all fifty states of the United States of America.

FR-1454308.1-0316-0418

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