Investment Services
The MEMBERS Financial Services program has one objective: to help you reach your financial goals. The program works in cooperation with the credit union to help you make sound financial decisions.
The Professionals
As Financial Professionals, John Stanton and Rob Mazur are qualified to provide Addition Financial members with professional assistance, quality financial products and dependable service. They are Registered Representatives of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, including mutual funds, and a member of FINRA and SIPC. John and Rob are licensed insurance agents.
Throughout the year, Addition Financial and MEMBERS Financial Services offer many complimentary workshops and seminars. Best of all, these seminars are open to the public—so feel free to invite a guest.
John Stanton
Financial Professional
Phone: 407-228-7600, option 3
Address: 1000 Primera blvd., Lake Mary, FL 32746
Rob Mazur
Financial Professional
Phone: 407-228-7600, option 2
Address: 2390 E. Highway 50, Clermont, FL 34711
Additional Benefits
Consider your various financial goals, from paying for your child's education to purchasing adequate life insurance to retiring securely. MEMBERS Financial Services professionals provide a range of options tailored to meet your needs. Contact us for a no-cost, no-obligation meeting.
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Meet with a registered personal Financial Professional
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Gain tailored, responsible financial advice
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Fund your children's education
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Invest your State of Florida Deferred Retirement Option Program (DROP) retirement benefits
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Retire more comfortably
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Protect your assets
Check the background of this firm on FINRA's BrokerCheck.
*MEMBERS Financial Service Advisors 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-2656595.1-0719-0821
We do business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act.
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