Peach State Investment Services


Invest Where You Belong – At Peach State!

Designed exclusively for credit union members, and located right here at the credit union, Peach State Investment Services offers retirement, insurance and investment programs designed to help you and your family through a lifetime of financial planning needs.

 

Some of the products and services available include:

  • 401(k) / Pension Rollovers
  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Wealth Management
  • Tax-managed Investing¹


When developing your financial strategy, Dan Harmeyer, Financial Advisor with Peach State Investment Services will consider your:

  • Investment goals and objectives
  • Timeline for meeting goals
  • Cash flow needs
  • Financial resources

 

Dan has the skills and experience to assist you with your unique needs, including 401(K) and Rollovers. Call today to schedule a no-cost, no obligation consultation.

Visit Dan’s Investor Connection Web site for more information.

Peach State Investment Services also offers a variety of financial calculators to assist you in getting a clearer view of where you are financially – where you’re headed – and what to do to get where you want to go.

dan-harmeryer Dan Harmeyer, CFP®
Financial Services Representative
455 Buford Highway
Suwanee, Georgia 30024
678-546-5185
dan.harmeyer@cunamutual.com

Check the background of this investment professional on FINRA’s Broker Check.

¹Securities 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.

FR-1228529.1-0615-0717