Investment & Retirement Planning
You want to make the most of your hard-earned money. And when you have questions about investment and retirement planning, you want advice from someone you trust.
As a Honda FCU member, you can:
- Choose a financial advisor from our Investment and Retirement Services team.*
- Set up a no-pressure, no-obligation meeting to get started.
- Focus on investing, education savings, retirement planning, insurance and more.
- Create a customized financial plan with your advisor based on your needs and goals.
You can also check the background of the investment professionals associated with this site on FINRA’s BrokerCheck.
Protect Your Family and Your Future
Review your insurance options and ensure your family is protected with auto, homeowners, life and disability insurance. Read more
Compare traditional and Roth IRAs and start building your retirement savings nest egg. Read more
Open a Coverdell Education Savings Account (ESA) and start saving for college for your child or grandchild. Read more
*Please note services are available to residents of CA, OH and IN only. Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.
Representatives are registered, securities are sold and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the United States of America.