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Investment Services for Utility Workers & Family

Helping You Pursue Your Financial Goals

You
When it comes to your financial dreams, taking action is vital to your success. But that's not always easy. You know where you are - and where you want to go. Our aim is to help you get there. As experienced advisors, we are committed to making your journey toward financial success as easy as possible.

Utilities Employees Investment Services
If you're like most investors, you want someone to walk you through the investement choices available to you. That's where we can help. An advisor provides the in-depth knowledge necessary to assist you in identifying what investments are right for you. Whatever your goals or stage in life, we can help you make the right investment choices.

Your Financial Institution
Cetera Investment Services LLC, Utilities Employees Credit Union and the Utilities Employees Investment Services team work as a team to provide you with comprehensive service - all conveniently within Utilities Employees Credit Union headquarters in Wyomissing, Pennsylvania. It's a unique synergy that supports you with the financial strength of a prominent national investment and insurance firm teamed with the comfort and security of a familiar face at a location you already know and trust.

A Client-Centered Approach
It's all about you. We're here to help you:

  • Save for retirement - before and during your retirement years
  • Protect your family or business with risk management solutions
  • Save for college expenses
  • Minimize taxes through tax-advantage investing1
  • Create lifetime income strategies
  • Maintain your independence with long-term care insurance
  • Save for something special (wedding, vacation, second home, etc.)
  • Gain confidence in your investment choices
  • Create a legacy for your family
  • Increase your understanding of Social Security
  • Preserve your wealth
  • Fulfill your charitable wishes

1. Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera Investment Services,Cetera Investment Advisers nor any of their representatives may give legal or tax advice

Wide Range of Products

Investments

  • Mutual Funds
  • Stocks
  • Bonds
  • Variable Annuities
  • Equity Indexed Annuities
  • Fixed Annuities
  • Retirement Plans
  • IRA's
  • College Savings Plans

Insurance

  • Term Life Insurance
  • Whole Life Insurance
  • Long-term Care Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance

You may also contact Jim or Gina directly for a complimentary consultation to help you determine the amount and type of life insurance that’s right for you.
 

James Miller
Investment Executive
800-288-6423 Ext. 7507
james.miller@ceterais.com

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Gina Katrinak
Investment Executive
800-288-6423 Ext. 4021
gina.katrinak@ceterais.com

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Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.