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
Meet the Team
Chris Hibbard ChFC, CRPC, CFS
Vice President, Wealth Management
(631) 698-7000 ext.6020
5439 Sunrise Hwy. Holbrook, NY 11741
Steve Abbott CLU. ChFC
(631) 698-7000 ext.3692
2410 North Ocean Ave. Farmingville, NY 11738
(631) 698-7000 ext.6925
3rd Ave. & Sunrise Hwy. Bay Shore, NY 11706
(631) 698-7000 ext. 3367
561 Route 25A Rocky Point, NY 11778
Financial Advisor, CFP®
(631) 698-7000 ext. 6079
127 Smithtown Blvd Nesconset NY 11767
(631) 698-7000 ext. 2636
556 Larkfield Rd East Northport NY 11731
Check the background of these investment professionals on FINRA's BrokerCheck.
*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.