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Members Financial Services

The Charlotte Metro Investment Services team is strongly committed to listening to each member's needs to help achieve your individual financial goals. The investment services program is designed to focus on long-term financial objectives while preparing for any unexpected financial obligations.

Charlotte Metro Investment Services can assist you with:

  • Personal Financial Assessments
  • Investment Management
  • Retirement Planning
  • Retirement Income Planning
  • Insurance Planning
  • Education Funding
  • Comprehensive Financial Guidance

To learn more about our team and the full range of services available from Charlotte Metro Investment Services through our onsite representative or by clicking here.

CLICK HERE to schedule an appointment or request additional information.

For general assistance, contact us at 704.375.0183 or for assistance with current investments call 800.798.6600.

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.

MEMBERS™ FOLIO Investing: Securities products and services offered through FOLIOfn Investments, Inc., member FINRA/SIPC, an independent broker/dealer. Investments are not federally insured, may lose value, and are not underwritten or guaranteed by the credit union.



Social Security Made Simple

Join Charlotte Metro for a complimentary seminar where we help guide you through the Social Security benefits process.

Key takeaways include:

  • "Rules of the Road" for receiving Social Security benefits
  • Routes available to maximize your benefits
  • The future of Social Security and the challenge of setting up a retirement income stream
  • Walkthrough of the retirement income planning process

Two chances to attend:

Tuesday, May 19th
6:00 - 7:00 p.m.
University Branch

Tuesday, June 9th
6:00 - 7:00 p.m.
Central Branch

RSVP by Friday, May 15th to:
Kristy Craig
P: 704.375.0183 x763

Be sure to include your name and preferred seminar location in your reply. You are welcome to bring a guest but space is limited , so please make your reservation today.