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Member Estate Planning

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California Long Term Care Insurance Services

1601 Bayshore Highway, Suite 360 | Burlingame, CA 94010

Phone: 6506925202 | Fax: 6506925204
http://www.CaliforniaLongTermCare.com

Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning

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Credit Union Financial Network

16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382

Mike Prior
President/CEO
800-405-8850

Phone: 6023757384 | Fax: 6028438377
http://www.cufn.org

Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments

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Financial Network Investment Corporation

200 North Sepulveda Boulevard #1300 | El Segundo, CA 90245

Nathan Bergeland
CEO, Founder
952-829-0000

http://www.usadvisorsnetwork.com

Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning, Retail Investments

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FirstPoint Financial

Phone: 6468477045
http://www.firstpointfinancial.com/

Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning

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INVEST Financial

8745 Henderson Road, Suite 300 | Tampa, FL 33634

Jonathan DeMayo
Business Development Specialist
813-880-5276

Phone: 813-880-5276 | Fax: 813-890-6411
http://www.investfinancial.com

Service Areas: Financial Literacy, Member Estate Planning, Member Financial Planning, Member Insurance, Compliance

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Members Trust Company

14025 Riveredge Drive, Suite 280 | Tampa, FL 33637

Sheldon Reynolds
Vice President Trust and Investments
888-727-9191

Phone: 8136005245 | Fax: 8139087053
http://www.memberstrust.com

Service Areas: Member Estate Planning, Retail Investments, Institutional Investments

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Securities America

12325 Port Grace Blvd. | La Vista, NE 68128

Mike Anderson
First VP of Financial Institutions
402-399-9111

Phone: 402-399-9111
http://joinsai.com

Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Retail Investments

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