Investments & Insurance
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Interra Investment Services
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Professional, experienced financial advisors are available to help you plan and attain your financial goals through Interra Investments, located at Interra Credit Union.
What makes us different? It’s all about trust. Your interests come first when you consult with Interra financial advisors. Interra Investment representatives work hard to build that trust through a personal and long-term relationship with you. You can count on the investment team to help you organize your financial affairs and plan for your future, all at no cost or obligation to you. They are there for you every step of the way, helping you understand your investment options so you can make the good choices that are just right for you.
Interra Investments offers the kinds of products and services you need to help reach your goals and, ultimately, your financial security. Contact Sue Purdue, Paul Gayler, Angie Hahn, Dan Temple, Gretchen Santiago, or Eva Parcell for information on the following:
- Complete brokerage services;
- Stocks and bonds;
- Mutual funds;
- Fixed and variable rate annuities;
- Money market accounts;
- Personalized investment portfolio reviews at no cost;
- And more!
Representatives are registered, securities are sold and investment advisory service 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. Trust services available through MEMBERS Trust Company. Non-deposit 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. CBSI is a registered broker/dealer in all fifty states of the United States of America.
