MEMBERS Financial Services

Unlimited Solutions

You've got big dreams. Perhaps an ocean-view house with a yard for the kids. Funds for your children's college tuition. Vacations in exotic places. A secure retirement that supports a comfortable and active lifestyle. And how about a sporty convertible or a boat to enjoy during your empty-nest years?

Whatever your dreams are, the keys to turning them into action are careful planning and prudent investment. Rivermark is here to help you do both. Rivermark Credit Union makes available valuable resources to access unbiased knowledge, information and experience on the financial issues that are most important to you.

MEMBERS Financial Services is a personal financial management service designed especially for credit union members. MEMBERS Financial Services offers a variety of insurance and investment solutions that complement the savings programs offered by the credit union.

MEMBERS Financial Services offers the products listed below and many others!

• Mutual Funds from Oppenheimer, MEMBERS Capital Advisors, American, MFS, Franklin Templeton, AIM and many more
• Fixed and Variable Annuities available from a variety of insurance carriers
• Stocks & Bonds: full service brokerage to discount brokerage available
• Life Insurance, term and permanent insurance available
• Long Term Care Insurance
• Disability Income
• Portfolio Management
• Managed Accounts
• Financial Calculators

MEMBERS Financial Services also provides personalized financial management services including:

• Wealth Management
• Workshops
• Retirement Planning
• Education Funding
• Investment Strategies
• Insurance Planning
• Tax Planning
• Estate Planning
• Online Investing

Dave Arthur, CLU Registered Representative 503-526-5606

Our Representative, Dave Arthur, can meet with you one-on-one to provide information, assess your situation and work with you to create a personal financial blueprint you can follow to help achieve your financial objectives. For an appointment call 503-526-5606 or email him at .

Representatives are registered through and securities sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll free 866.512.6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.