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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 professional from MEMBERS Financial 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.

The Member 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

Financial PROFESSIONAL serving Ohio and Indiana


Doug Rose, a Registered Representative from CUNA Brokerage Services, Inc. has experience in many aspects of financial planning. For more information, or to schedule an appointment with Doug, please call him directly at 937-645-3616 or email at [email protected].
CRD# 1985209

Financial PROFESSIONAL serving California


Greg Norman, a Registered Representative from CUNA Brokerage Services, Inc. has experience in many aspects of financial planning. For your convenience, he will be available in the Torrance Branch every Wednesday and available for appointments. For more information or to schedule an appointment please call Greg at 310-217-8229 or his mobile at 562-884-6745, or email him at [email protected].
CRD#: 3072535


Start planning your future


With Honda Federal Credit Union, you have access to financial planning advice on a range of topics, including:

  • Investment planning — stocks, bonds, mutual funds
  • Education funding planning — Coverdell ESAs, 529 plans
  • Retirement planning — IRAs, annuities
  • Insurance — Life insurance, disability income, long-term care
  • Tax planning strategies

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

Education Savings

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.
Member Financial Services Professionals 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.
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