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Retirement & Financial Services

Your money—your future

Guardians Retirement & Financial Services

Preparing for your family's future takes planning. Followed by hard work and dedication. Life is full of surprises, but with a little bit of planning, you can make them happy ones.

Our knowledgeable Guardians Retirement and Financial Services Representative, Jack Ramsay, has over 30 years of experience in retirement and financial services. He can help you determine what financial and investment strategies are best for you, including IRAs, Mutual Funds, or annuities.

Even better, as a member of Guardians Credit Union, you can meet with Jack no matter what your current financial situation looks like.

With Guardians Retirement and Financial Services, 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

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 & Financial Services 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-2694156.2-0919-1021