I told the “financial adviser” worker at my credit union I DIDN’T want an annuity – several times in the same meeting. I thought I was being put into a mutual fund. Not so! My account has lost $6,000 over the last year. I could have picked better stocks by throwing a dart at the Wall Street...
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Cannot reach broker most of the time. Have requested meeting but have not been contacted. Cannot access my account.
I paid for insurance 5 days after the due date. CUNA started up a new plan after the 2nd day I was late, no one notified me and the insurance plan was not canceled after I was insuranced. This happened twice during my loan. When my loan was paid they took, they didn’t ask they took $2,200.00...
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I can’t recommend Michael Suggs enough. He is a professional through and through. He knows his products inside and out. He is personable and caring. I never felt like a number to Michael. I felt like a friend he was guiding along the way. In a world where customer service is almost an afterthought, Michael always goes...
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I received no information from Cuna Brokerage before the Whole Foods stock I owned was sold and it was liquidated as cash into my account. (August, 2017). I am now paying a horrendous amount of money on the capital gains that had accrued for many years of owning that stock. I would think a Brokerage company like...
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