Investment & Retirement Planning

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You’re ready to invest. Let the knowledgeable team in Investment and Retirement Services* at Honda FCU help you decide what types of investments are right for you. We’ll take the time to understand your needs and explain your options in language you can understand. Honda FCU can provide financial planning or put you in touch with representatives from your region.

*Please note services are available to residents of CA and OH 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.

FR-1330509.1-1015-1117

In periods of economic uncertainty, having experienced advice to help plan your investments has never been more important. Regardless of your income level or investment goals, an experienced Financial Advisor can help make the difference between success and failure. We are here to help you make sound financial decisions consistent with your comfort level, investment timeline and goals.

Gregory Norman at Honda FCU Investment and Insurance Services* located at our Torrance Branch Office has experience with many aspects of Financial Planning including:
  • Insurance Planning
  • Retirement Planning
  • Investment Planning
  • Education Funding
  • Estate Planning
  • Business Planning
  • Mutual Funds
  • Stocks/Bond
Please click here for more information about Gregory Norman.  For  your convenience, he will be available in the Torrance Branch every first and last Thursday of every month from 8:30am - 12:30pm 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.

Check the background of this investment professional on FINRA's Broker Check

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc (CBSI) member FINRA/SIPC, a registered broker/dealer and investment advisor, 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.
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