Investment Services

We're ready to share a wealth of knowledge with you.
  • Complimentary, no-obligation investment advice
  • One-on-one meetings with a friendly advisor
  • Learn about various financial strategies
  • Access to stocks, mutual funds and other products
  • Special plans for government and military personnel

You don't have to be rich to have an investment portfolio.

In recent years, more people have turned to investments to grow their money. For some, that means opening education savings or retirement accounts. Others take the next step and invest directly in mutual funds, stocks, and bonds. The world of finance can seem incredibly complex, but our experienced advisors can explain it all in simple terms and help you pick the path that's right for you. 

Meet Michael Calandruccio

Looking for investment guidance? Michael Calandruccio is your man.

Our Investment Service Advisor has experience in financial and retirement planning and can also assist you with Thrift Savings Plan rollovers and plan optimization. You can meet with him on business days from 10 a.m. to 5 p.m. at the following locations:

Monday: By appointment

Tuesday and Wednesday: Allentown Road Branch

Thursday: By appointment

Friday: Springfield Town Center Branch

Saturdays: By appointment

Meetings at our Joint Base Andrews, Waldorf, Brightwood, Henson Ridge, and West Springfield locations are by appointment only. Contact Michael today at (866) 219-0101 or schedule an appointment online.

Thrift Savings Plan (TSP) Services

If you're a federal employee or a member of the military, you don't have access to 401(k) plans that help your private sector peers get ready for retirement.

However, thanks to Congress, you do have access to a Thrift Savings Plan that offers many of the same advantages.

  • Choose from a wide variety of investment options
  • Contributions deducted directly from your paycheck
  • Enjoy a number of tax benefits

CUNA Brokerage Services

Whether you want to build a portfolio from scratch or tweak your current holdings, you'll have direct access to our Investment Services program.

This program is offered through CUNA Brokerage Services, Inc.,1 a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. In addition to investment products, experienced advisors can help you purchase insurance policies to protect your family.

  • Get information on financial strategies that could work for you
  • Do your own research using our free articles, calculators, and more
  • Manage your own investments online at CUNA Brokerage Services, Inc
  • Check the background of CUNA and its brokers at FINRA’s BrokerCheck

TSP Rollover

Flexible retirement options

to plan for every unique lifestyle.