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.

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

More Information

Contact Us

 

Check the background of these investment professionals on FINRA's BrokerCheck.

#FR-2394978.1-0119-0221

*Teachers Trust & Financial Services 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, 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.

 

 

Meet the Team

Chris Hibbard

Chris Hibbard ChFC, CRPC, CFS

Vice President, Wealth Management

(631) 698-7000 ext.6020

5439 Sunrise Hwy. Holbrook, NY 11741

Steve Abbott

Steve Abbott CLU. ChFC

Financial Advisor

(631) 698-7000 ext.3692

2410 North Ocean Ave. Farmingville, NY 11738

Frank Pecorella

Frank Pecorella

Financial Advisor

(631) 698-7000 ext.6925

3rd Ave. & Sunrise Hwy. Bay Shore, NY 11706

Thomas Sconzo

Thomas Sconzo

Financial Advisor

(631) 698-7000 ext. 3367

561 Route 25A Rocky Point, NY 11778