Man and women doing homework in the bedroom.

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 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.

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 advisors provide a range of options tailored to meet your needs. Contact us for a no-cost, no-obligation meeting.

  • Meet with a registered personal Financial Advisor
  • Invest your State of Florida Deferred Retirement Option Program (DROP) retirement benefits
  • Gain tailored, responsible financial advice
  • Fund your children's education
  • Retire more comfortably
  • Protect your assets

MEMBERS Financial Services Advisors

As Financial Advisors, 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.

Addition Financial Advisor

John Stanton

Financial Advisor
Phone Number: 407-228-7600, option 3
Address: 1000 Primera blvd., Lake Mary, FL 32746

View John's Bio
 
addition financial advisor

Rob Mazur

Financial Advisor
Phone Number: 407-228-7600, option 2
Address: 2390 E. Highway 50, Clermont, FL 34711

View Rob's Bio

MEMBERS Financial Services Advisors

Learn to make educated financial decisions that will help you fulfill your financial goals. 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.

Check the background of this firm on FINRA's BrokerCheck.

*MEMBERS Financial Services advisors are registered representatives of CUNA Brokerage Services, Inc. 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