Financial Services
Get your future on track
Ready to open an investment portfolio? Need help with financial planning?
The CUGA 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 cunabrokerage.com.
What can we help you with?
Through CUNA, we can offer a variety of services, including stocks and bonds, mutual funds, managed accounts, annuities, IRAs and financial planning.
Meet your expert advisor:
Mona Bandoh
678-322-2241 |Mona.Bandoh@CUofGA.org
Located at the West Cobb Branch
Visit the CUGA Financial Services Page
Check the background of this investment professional on FINRA’s BrokerCheck.
*The CUGA 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 cunabrokerage.com. CUGA 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. FR-3163725.1-0720-0822
