A Message from the Ascentra Retirement & Investment Services program
Trust is everything – especially when it comes to your insurance and investments. That’s why we are honored to have been chosen by Ascentra Credit Union as the financial services partner to serve the needs of members like you.
Designed exclusively for credit union members, and located right here at the credit union, the Ascentra Retirement & Investment Services is a full-service financial advisory program. We provide retirement, insurance and investment services to members like you. We’re here to help you and your family through a lifetime of financial planning needs – from those just starting a savings plan, to those with sizable assets looking for more sophisticated management tools.
Some of the products and services available include:
Cody Flatt, Vice President of Wealth Management
1710 Grant Street
Bettendorf, Iowa 52722
563-355-0152, Ext. 6
800-426-5241, Ext. 6
As a trusted partner of Ascentra Credit Union, Ascentra Retirement & Investment Services works in cooperation with your credit union. Therefore, we understand the importance of serving you.
Tax and Legal services offered in conjunction with qualified professionals. Securities America and its advisors do not offer tax or legal services. Securities offered through Securities America, Inc. (member FINRA/SIPC) and advisory services offered through Securities America Advisors, Inc., Cody Flatt, Representative. Ascentra Credit Union and the Securities America companies are separate entities. NOT NCUA INSURED • NOT CREDIT UNION GUARANTEED • MAY LOSE VALUE