Retirement & Financial Services

Your money—your future

Guardians Retirement & Financial Services

Our knowledgeable Guardians Retirement and Financial Services Representative can help you determine what financial and investment strategies are best for you, including IRAs, Mutual Funds, or annuities.

Our program is intended to help members organize their financial life and plan for the future. With us, you have access to a wide variety of financial management services at one location including:

  • Investment Planning
  • IRAs
  • Life Insurance
  • Rollover / IRA Transfers
  • Retirement
  • Fixed and Variable Annuities
  • Mutual Funds
  • Conservative Investments
  • Educational Workshops

We take time to listen to your needs and will review your goals and make recommendations.

For more information regarding financial planning, budgeting, or retirement solutions, contact the Guardians Retirement and Financial Services Representative, Jack Ramsay.

Jack Ramsay

Check the background of this investment professional on FINRA's BrokerCheck.

Guardians Retirement and Financial Services Disclosure: 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.
FR-1857098.1-0717-0819