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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 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.

Financial Advisor serving Ohio and Indiana

 

Mike Gentil, a Registered Representative from CUNA Mutual has experience in many aspects of financial planning. For more information, or to schedule an appointment with Mike, please send him an email at michael.gentil@cunamutual.com or call him directly at
1-937-642-6000, ext. 67167.
CRD#13941

Financial Advisor serving California

 

Greg Norman, a Registered Representative from CUNA Mutual 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 Greg.Norman@cunamutual.com.
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

 
Insurance

Review your insurance options and ensure your family is protected with auto, homeowners, life and disability insurance. Read more

 
IRAs

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.

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.


CBSI-2101118.1-0418-0520

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