Investments

Hoosier Hills Investments

Whether you are a first-time investor or an experienced pro, you will be able to find the information, products and help you need through Hoosier Hills Investments. When you're making important financial decisions about your future, you want solid, objective advice from someone who knows you well. Before we develop a plan unique to you, our Financial Advisors will take the time to understand your investment goals, time horizon, cash flow needs and resources available. 

We can help you choose the right retirement, investment and wealth planning options even as your needs change throughout the years. The end result will be a strategy designed to help build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs. 

Meet Our Investment Team 

                                              

 

Jay Anderson

Hoosier Hills Investments President 

Jay.Anderson@cunamutual.com

800-865-2612 ext. 132

 

I have 20 years’ experience working in investments and the insurance industry. I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company. As a trusted partner with Hoosier Hills Credit Union, I have a strong history of working with Credit Union members, their family and their friends.  We can start small and grow, or evaluate and build on an existing financial plan. I would welcome the opportunity to work with you.

 

 

Melissa Day  

Executive Administrative Assistant  

Melissa.Day@cunamutual.com

800-865-2612 ext.142

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Check the background of this investments professional on FINRA's Brokercheck

Professional Services

  • Personal Financial Assessments
  • Retirement Planning
  • Financial Planning
  • Education Funding 
  • Insurance Planning 
  • Retirement Income Planning
  • Wealth Management 
  • Education Preservation
  • Portfolio Management 

We'll make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a grandchilds's education?
  • Financially, what would happen to your family if you die?
  • How will you pay for long term care?

Investments Calculator 

Retirement Calculator

 

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

AdTrax FR-1559217.1-0816-0918

 

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