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Investment Services

Meet our new investment partners, John Kosmicki and Jackie Montoya, of Kosmicki Investment Services, LLC. John and Jackie meet with members at the credit union. Whether you are a sophisticated investor or just starting out, Jackie and John offer unmatched advice.

Kosmicki Investment Services offers a wide array of services, including:
Investment Planning
   - Retirement Plans including 401K, Traditional, Roth and
     Simple IRAs
  - 1031 Exchanges
  - 529 Saving Plans for College Education
  - Estate Preservation and Protecti
  - Getting Started in the Stock Market
Insurance Needs
  - Long Term Care
  - Disability
  - Life Insurance & Group and Individual Health Insurance

Contact the Credit Union to schedule an appointment to see John and Jackie. Learn more about their services on their website.

Securities Offered Through Questar Capital Corp.(QCC), Member FINRA/SIPC. Advisory Services Offered Through Questar Asset Management(QAM) A Registered Investment Advisor, Kosmicki Investment Services,LLC is Independent of QCC and QAM.

Non-Deposit Investment Products are not insured by NCUA or FDIC.


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