Investment Services

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Invest, Save and Insure Your Financial Dreams

From planning ahead for your child’s college education to investing for your retirement years or securing long-term care insurance, the Financial Advisors at Connexus are able to meet the full range of your investment needs. They can provide the consultation and planning for you to attain your financial goals regardless of your stage of life. With access to secure, high-performing investment, savings and insurance products, the Connexus Financial Advisors are poised to meet your needs.

Get Started with a Complimentary Financial Plan

As a member of Connexus Credit Union, you are entitled to a complimentary financial consultation with an experienced Financial Advisor. We’ll perform the initial plan and review it annually to ensure you’re on track to reach your goals. Call (763) 302-3117 to get started. Or explore the links below for more information.

Contact a Connexus Financial Advisor

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*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. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.