To schedule your no-cost, no-obligation appointment,
call (502) 874-4262 or use our request form.

FR-3642262.1-0621-0723

Request your complimentary appointment

Work with someone you can depend on.

The ETFCU Financial Group 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 cunabrokerage.com.

Whether you’re just starting out or already counting down to retirement, we can help you design the right plan for your financial future. Our full-service wealth management program is available to anyone, regardless of membership, at no cost or obligation.

Our financial professionals have over 100 years of combined experience in the financial services industry. We are able to help you identify major financial objectives, recommend strategies to help you achieve financial security—or simply provide an objective second opinion on your financial situation.

Professional Services Offered

Retirement Planning

Individual Retirement Accounts

Life Insurance

Wealth Management

401K/Pension Rollovers

Long-Term Care Insurance

Estate Conservation

Insurance

Education Funding

Annuities

And more

Your Financial ProfessionalsYour Financial Professionals


Lowell HarrisLowell Harris

Invest where you belong.

To schedule your no-cost, no-obligation appointment, please contact ETFCU Financial Group at
(502) 874-4262 or you may submit an appointment request online.

REQUEST YOUR COMPLIMENTARY APPOINTMENT

*The ETFCU Financial Group 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 cunabrokerage.com. *ETFCU Financial Group 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-3462604.1-0221-0323.