Investment Services

Plan your financial future

Partner with professionals to plan your financial future, then set your plans in motion. We are here to help you live the life you want to lead. Come see one of our well-qualified, fully-registered Jovia Investment Services™ representatives and get a no-obligation financial consultation and learn about your investment and insurance options.

Planning Options

Our Jovia Investment Services™ Program is designed exclusively for Jovia members. We offer various insurance and investment options that are not federally insured such as 401(k), mutual funds, life insurance, and long-term care insurance.

Check our broad range investment products and services:

  • 401(k) pension rollovers
  • Investment and retirement planning
  • Retirement and IRAs
  • Rollover/IRA transfers
  • Fixed and variable annuities
  • Mutual funds
  • Life insurance
  • Long-term care insurance
  • Wealth management

Want to get to know our Financial Professionals? You can view their profiles here. Check the background of our investment professionals on FINRA's BrokerCheck.

Investments made through Jovia Investment Services™ are not NCUA insured.

The Jovia Investment 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.

*Jovia Investment Services™ Financial 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, 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-2718220.1-0919-1021