Financial Advisor

man staring at a lake with his dog next to a canoe

Making decisions is never easy, especially when it comes to your insurance and investments. Let our knowledgeable, professional financial advisor help you reduce the stress and feel confident in your decisions.

Meet Yvette! She is the financial advisor serving Interior Federal Credit Union.  Yvette’s mission is to help members decide what their priorities are, and will work with you in attaining your financial goals.

Available products and services include:

  • Retirement Planning
  • Wealth Management
  • Education Funding
  • Mutual Funds
  • 401(k) /Pension Rollovers
  • Life Insurance
  • Long-term Insurance
  • Socially Responsible Investing
  • Tax-Managed Investing*

Photo of Interior FCUs financial advisor Yvette Ferris

Check the background of this investment professional on FINRA’s BrokerCheck.

You can make an appointment for a no-cost, no-obligation analysis by completing a contact form with your request.







 

Financial advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, 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.  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.

FR-2935626.1-0220-0322

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