Meet Our RepresentativesPartner with a professional.
Look no further than your credit union to develop a financial roadmap toward your future.
Helping you build your fortune or plan for a loved one’s, our experienced professionals listen. Making the right financial decisions involves creating and following a financial roadmap tailored to your specific needs. BCU Investment Advisors specialize in retirement planning, wealth building, protecting loved ones, and financing educations.
BCU Investment Advisors have the resources, expertise, and commitment to help you achieve their goals through proper planning. What’s more, there is no initial cost or obligation when you meet with a financial advisor.
Call 800-388-7000 x8700 to reach an Investment Advisor, or select the button to send an email.
BCU Investment Advisors
- John T. Anderson
Vernon Hills, IL - Richard L. Chambers Jr., CRPC
Vernon Hills, IL - Judy A. Evers, CFP
Vernon Hills, IL - Bryan P. Farrissey
Vernon Hills, IL - David L James
Irvine, CA
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. BCU has contracted with CFS to make non-deposit investment products and services available to credit union members. BCU Investment Advisors is a trade name for the investment services available at BCU.
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