Community 1st Credit Union Locations Español Contact Us Search this site LOGIN MENU INVESTMENT SERVICES Investment Opportunities That Shape Your Future. LEARN MORE ABOUT C1ST INVESTMENT SERVICES PERSONAL Checking Savings Loans Mortgage Credit Card Services Online Services Investment Services Virtual Financial Educational Workshops Clubs Home / Personal / The C1st Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. No matter what stage of life you are in, C1st Investment Services can help start paving the way for your road ahead. Whether you are bringing home your first baby, sending a child off to college, changing careers, or nearing retirement, our C1st Investment Services Financial Professional will offer strategies to help meet your needs. Estate Conservation Business Planning Insurance Planning Retirement Planning Investment Planning Education Funding 401(k) Planning Trust Services Schedule a no-cost, no-obligation appointment to discuss your individual needs. Understand investment options that make sense for you. Determine your tolerance for risk. Create a road map for your retirement. Define your goals for developing a financial strategy. Plan for long-term care and the most appropriate options for you and your family. LEARN MORE -- INVESTMENT SERVICES LEARN MORE -- TRUST SERVICES LEARN MORE -- VIRTUAL FINANCIAL EDUCATION WORKSHOPS Contact our C1st Financial Advisor Matthew Vickers Financial Advisor Matthew.Vickers@cunamutual.com Located at: Community 1st Credit Union 235 Richmond Ave. - Ottumwa, IA Phone: 641.684.1114 Toll-Free: 866.360.5370 Ext: 1114 Check the background of investment professionals on FINRA’s BrokerCheck. *C1st Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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-3195107.1-0820-0922 PERSONAL Checking Savings Loans Mortgage Credit Card Services Online Services Investment Services Clubs BUSINESS & AG Business Loans Agriculture Loans Business Checking Business Credit Cards Cash Management Business Rates COMMUNITY C1st Foundation Sponsorships and Donations Scholarships Calendar of Events Financial Education YouthMAX RESOURCES About Us Careers Referral Program - Connect Us Insurance News/Blog Schedule an Appointment Service Fees 24-Hour Telephone Banking Toll Free (866) 360-5370 Routing #273975726 Copyright © 2021. All Rights Reserved. Privacy Policy Children's Online Privacy Policy Terms and Conditions Site by Spinutech