Ascentra Retirement & Investment Services

A piggy bank isn't the only way you can save for your future. We offer many savings plans through our Ascentra Retirement & Investment Services (ARIS) program. We walk with you through the road map of investing together step by step.

To schedule a complimentary consultation call us at 563-459-6916.

Our Process
We look at your financial situation comprehensively and holistically. The most important part of this process is listening carefully to your goals and concerns. We ask the questions that allow us to develop and implement a strategy designed to meet your current and future goals and dreams.


1. DISCOVERY

We’ll listen carefully and conscientiously to your goals and desires for the future. Our thorough discussion allows us to get to know you on a personal level and includes learning about family dynamics, work history, special circumstances that may affect your financial goals and your thoughts about money. This will enable us to provide you with a comprehensive analysis of your current financial situation.

2. ANALYZE & RECOMMEND

With the personal and financial data that we gathered in our initial meeting we will evaluate your alternatives, then share with you a financial plan that will help provide you with a road map to meet your personal and financial goals.

3. IMPLEMENT

We will put your plan in place. We want you to feel confident about your plan of action. Once you have a chance to review your comprehensive plan we will discuss if there are any specific adjustments that need to be made, and specific product and service recommendations.

4. REVIEW

We’ll stay connected with you. You’ll find Ascentra Retirement & Investment Services to be an active and committed partner in making sure your plan continues to help you reach for your financial goals over time. We have established a comprehensive annual review process that includes reviewing any changes in the economy, your life, health, and income and tracking your plan of action.


Securities licensed in: Iowa, Illinois. FINRA registered branch addresses: 
  • 2339 53rd Avenue, Bettendorf, Iowa 52722
  • 1116 South 14th St., Clinton, Iowa 52732
  • 2419 Park Ave., Muscatine, Iowa 52761


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