Teachers Trust & Financial Services program is intended to help members organize their financial life and plan for the future. Through the program, you have access to a wide range of financial management services.
The Teachers Trust & Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit www.cunabrokerage.com.
Teachers Can Help.
Our Trust Team takes the time to listen to your needs, collect information, and then analyze your individual situation and make recommendations. We also offer educational workshops designed to inform our members about all of their financial options.
- Investment Planning
- Financial Asset Management
- Retirement IRAs (Traditional & Roth)
- Credit Union Financial Planning
- Conservative Investment Options
- Rollover / IRA Transfers
- Fixed & Variable Annuities
- Mutual Funds
- Life insurance
FINANCIAL EDUCATION WEBINARS
June 2nd: Three Transitions to Retirement
Are you ready to retire? You might be prepared for the financial transition, but you’ll experience the lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life.
June 9: Social Security and Your Retirement
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?
Meet the Team
Chris Hibbard ChFC®, CRPC®, CFS
Vice President, Wealth Management
(631) 698-7000 ext.6020
5439 Sunrise Hwy. Holbrook, NY 11741
(631) 698-7000 ext.6925
3rd Ave. & Sunrise Hwy. Bay Shore, NY 11706
(631) 698-7000 ext. 2636
556 Larkfield Rd East Northport NY 11731
Michael Spelman CFP®
Associate Financial Advisor
(631) 698-7000 ext. 6079
127 Smithtown Blvd Nesconset NY 11767
Steve Abbott ChFC®, CLU®
(631) 698-7000 ext.3692
2410 North Ocean Ave. Farmingville, NY 11738
Check the background of these investment professionals on FINRA's BrokerCheck.
*Teachers Trust & Financial Services Professionals 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, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.
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.