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Investment Center

TelComm CU Investment Center              Phone: 417.202.4544

TelComm’s Investment Center can assist you with your long-term financial goals. We have over 30 years of experience in the financial advisory industry. Our advisors are capable of implementing strategies that will allow you to potentially improve your  investment returns and ultimately provide protection in the event of life’s many uncertainties.

The stock market remains volatile and may not be the best place for your nest egg when you retire. We offer investment products such as annuities and investment advisory accounts that may meet your goals while minimizing volatility.

Are any of these issues relevant to you?

1.) I do not want to risk my retirement account in the stock market: I would like to put my money somewhere safe yet still earn interest, without being subject to stock market losses.

2.) Retirement Accounts: I have an IRA, 401(k), TSP or another type of retirement account that I don’t plan on using for a few years. At this point in my life, I am more concerned about losing money than I am about large returns.

3.) Correction Protection: I want to move a portion of my money out of the stock market to a safer investment vehicle in order to better protect my hard-earned assets.

4.) I would like to potentially earn a higher return and not worry about losing money: I’d like to learn more about fixed investment alternatives that offer interest on my money, while still providing protection from concern relating to stock market losses.

5.) Income: I’m in need of income now, or will be within the next few years. I am worried about outliving my money. If possible, I would also like a guaranteed lifetime income yet still have access to my funds in case of an unforeseen emergency.

If you share any of the same concerns listed above, annuities or managed investment accounts may be the solution for you.  Please give us a call at 417.202.4544 tor use the Contact Us link to schedule an appointment.  If you prefer email communication, drop us a line at: bschmidt@telcommcu.com or bweisenborn@telcommcu.com and we will be in touch soon to discuss your investment options.

Securities and other Products are Not FDIC or NCUA insured, No Bank or Credit Union Guarantee, Not Insured by any Federal Government Agency, Involves Investment Risk and May Lose Value. Insurance products may be subject to surrender charges and early withdrawal penalties. Insurance contract term fulfillment depends upon the ability of the individual insurance company to ultimately pay claims. Investment Advisor Representative, BKS Investment Services is a Registered Investment Advisor in Missouri. Securities offered through TD Ameritrade Institutional, a broker / dealer, member FINRA / SIPC.  TelComm Credit Union and Investment Center, TD Ameritrade Institutional, and BKS Investment Services are not affiliated.