TFCU Financial Advisors - Tinker Federal Credit Union
TFCU Financial Advisors - Tinker Federal Credit Union
TFCU Financial Advisors - Tinker Federal Credit Union
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<strong>TFCU</strong> <strong>Financial</strong> <strong>Advisors</strong><br />
Invest at the Same Place You Conduct Your <strong>Credit</strong><br />
<strong>Union</strong> Business<br />
You Are a Valued Member<br />
Your credit union makes available to its members an extra<br />
convenience and many additional services through <strong>TFCU</strong> <strong>Financial</strong><br />
<strong>Advisors</strong>. Ready to help you with your financial needs are fully<br />
trained and licensed financial advisors dedicated to helping<br />
members make sound investment decisions.<br />
<strong>Tinker</strong> <strong>Federal</strong> <strong>Credit</strong> <strong>Union</strong> has been meeting your personal<br />
financial needs since 1946, and <strong>TFCU</strong> <strong>Financial</strong> <strong>Advisors</strong> can<br />
further help you with your investment and insurance needs.<br />
Whatever your goals, whatever your financial situation, now is<br />
the time to meet with a Raymond James financial advisor at <strong>TFCU</strong><br />
<strong>Financial</strong> <strong>Advisors</strong>. Together, we can work to chart your path to your<br />
investment goals. We look forward to handling all your investment<br />
and insurance needs and serving as your one-stop financial center.<br />
Products<br />
• Mutual Funds<br />
• Annuities<br />
• Stocks<br />
• Bonds<br />
• Unit Investment Trusts<br />
• Life Insurance<br />
• Long-Term Care Insurance<br />
• Disability Insurance<br />
Services for Individuals<br />
• Retirement Planning<br />
• 401(k) Plan Rollovers<br />
• TSP Rollovers
• Free Government Employee Benefit Analysis*<br />
• Retirement Income Strategies<br />
• IRAs: Traditional & Roth<br />
• Asset Allocation<br />
• Free Insurance Evaluations<br />
• Asset Management Services<br />
• Raymond James Research<br />
• College Planning<br />
• Educational Seminars<br />
Services for Businesses<br />
• Employer-Sponsored Retirement Plans<br />
• Profit-Sharing Plans<br />
• Life Insurance<br />
• <strong>Financial</strong> Education for Employees<br />
Call us at (405) 737-0006 with any investment and insurance<br />
questions or for a portfolio analysis.<br />
*This service is not affiliated with Raymond James<br />
Securities are offered through RAYMOND JAMES FINANCIAL<br />
SERVICES, INC., member FINRA/SIPC, an independent broker/<br />
dealer, and are not insured by the NCUA, not federally insured, or<br />
insured by any government agency, are not deposits or obligations<br />
of the credit union, are not guaranteed by the credit union or any<br />
affiliated entity, and are subject to risk, including possible loss of<br />
principal. <strong>TFCU</strong> and <strong>TFCU</strong> <strong>Financial</strong> <strong>Advisors</strong> are independent<br />
of Raymond James <strong>Financial</strong> Services, Inc. For professional<br />
information concerning your specific situation, we also recommend<br />
you consult a tax advisor.
Raymond James <strong>Financial</strong> Services<br />
Raymond James <strong>Financial</strong> Services (RJFS), member FINRA/<br />
SIPC, is a registered broker/dealer and a wholly-owned subsidiary<br />
of Raymond James <strong>Financial</strong>, Inc. (NYSE-RJF), and an affiliate<br />
of Raymond James & Associates, Inc., one of the nation’s most<br />
experienced providers of investment products and services to<br />
individuals, corporations and municipalities.<br />
Securities Investor Protection Corporation (SIPC)<br />
Raymond James & Associates is a member of the Securities Investor<br />
Protection Corporation (SIPC), which protects securities customers<br />
of its members up to $500,000 (including $250,000 for claims for<br />
cash). An explanatory brochure is available upon request or at<br />
sipc.org or by calling (202) 371-8300.<br />
Raymond James has purchased excess SIPC coverage through<br />
various syndicates of Lloyd’s, a London-based firm. Excess SIPC is<br />
fully protected by the Lloyd’s trust funds and Lloyd’s Central Fund. The<br />
additional protection currently provided has an aggregate firm limit of<br />
$750 million, including a sub-limit of $1.9 million per customer for cash<br />
above basic SIPC for the wrongful abstraction of customer funds.<br />
Account protection applies when a SIPC-member firm fails financially<br />
and is unable to meet obligations to securities clients, but it does not<br />
protect against market fluctuations.<br />
Contact a financial advisor at <strong>TFCU</strong> <strong>Financial</strong> <strong>Advisors</strong> with any<br />
questions you might have.<br />
Appointments at a <strong>TFCU</strong> Branch<br />
<strong>TFCU</strong> <strong>Financial</strong> <strong>Advisors</strong> is located on the second floor of <strong>TFCU</strong>’s<br />
Midwest City branch, at 6501 <strong>Tinker</strong> Diagonal. However, our<br />
financial advisors will be happy to meet with you, by appointment,
at a <strong>TFCU</strong> branch that is convenient for you, including our out-oftown<br />
branches.<br />
<strong>TFCU</strong> <strong>Financial</strong> <strong>Advisors</strong><br />
6501 <strong>Tinker</strong> Diagonal, Midwest City<br />
(405) 737-0006<br />
Office Hours: Monday - Friday 9 a.m. - 5 p.m.<br />
www.<strong>TFCU</strong><strong>Financial</strong><strong>Advisors</strong>.org<br />
<strong>Federal</strong>ly insured by NCUA<br />
RV 5/2014
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