Quick Fact
KEMBA is open 24-hours a day, seven days a week when it comes to applying for a loan. You can apply online now and get an Instant Loan Decision. Or call us anytime day or night at 614-235-2395 (toll-free 800-282-6420), ext. 2. A variety of terms and rates are available to fit your needs.
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My Financial Center
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Your journey is unique.
Your financial plan should be, too.
Do you have financial questions?
Frank Yensel of the MEMBERS Financial Services Program can help.
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What is the MEMBERS Financial Services Program? How does the MEMBERS Financial Services Program work?
A full-time MEMBERS Financial Services Representative is available to meet with you to evaluate your situation, offer recommendations and coordinate your investment and insurance choices.
You may want to tackle just one financial issue today. We can help you:
- Roll-over your 401(k) or pension plan if you’ve changed jobs.
- Develop a savings and investment plan.
- Create a retirement income plan to approach those years with confidence.
- Manage your investments better.
- Protect your family with life insurance or long-term care insurance.
- Save for college education costs.
Or, you may be looking for help in managing your entire financial situation. We’ll help develop a comprehensive financial roadmap that addresses all the relevant financial issues that you face.
Can the MEMBERS Financial Services Program help me with retirement planning?
Yes, whether you are already retired, getting ready to do so or are just beginning to save for retirement, our program has sophisticated planning software and a wide array of investment products to help you fund the retirement lifestyle you’re seeking. We believe everybody has a unique vision of their retirement years and we help you manage your money to support that vision.
How do I get started?
To set a no-cost, no-obligation appointment, call Frank Yensel, the MEMBERS Financial Services Representative, at 614.324.8338 today. Be sure to bring any documentation that will help Frank understand your situation better such as account statements, tax forms, and benefit information. If married, it’s best that both you and your spouse attend. Lastly, always bring an open mind and a willingness to discuss the details of your situation.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.
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The MEMBERS Financial Services Program is a full-service financial advisory program located at KEMBA Financial Credit Union offering members retirement, insurance and investment services. Our goal is to help our members achieve their financial goals for themselves and their families. |
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