- 401k Rollovers
- Annuities/Fixed Interest Investment
- 529 Educational Plans
- Brokerage Accounts
- Portfolio and Wealth Management
- Traditional/Roth IRAs
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Disclosures
*Hoosier Hills Investments Advisors are registered representatives of CUNA Brokerage Services, Inc. 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. RP-2240029.1-0918-1020
Build Your Future, One Decision at a Time
There are opportunities in every moment of life and we are here to help you make the most of them. When you’re making important financial decisions which impact your future, you want solid, objective advice from someone who knows and understands your goals, timeline, and available resources. The Hoosier Hills Investments Team has the experience to help you succeed.
Your questions will vary according to your moment in life.
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?
Contact us. Bring your questions. We’ll help you build a plan.
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Meet Our Team
About Jay Anderson
Hoosier Hills Investments president Jay Anderson has more than 20 years’ experience working in investments. He is a Registered Representative of CUNA Brokerage Servies, Inc., member FINRA/SIPC, as well as a licensed representative of CMFG Life Insurance Company.
Jay.Anderson@cunamutual.com | 800.865.2612 ext. 132
View background of this investment professional on FINRA’s Brockercheck:
About Melissa Day
Executive Administrative Assistant Melissa Day brings more than 30 years of experience in Credit Union Services to Hoosier Hills Investments.
Melissa.Day@cunamutual.com | 800.865.2612 ext.142
Your plan can start today.
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