INOVA Financial Advisors is offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
Because financial planning can be a challenging road to navigate, we have INOVA Financial Advisors to help you set and meet your financial goals. Whether you are just starting your journey or moving into the next phase of your life, we have the tools you will need to support your financial wellness plan.
INOVA Financial Advisors offers:
- Retirement planning
- 401(k) rollovers2
- Insurance options
- Mutual funds
Don't go this road alone. Instead, have peace of mind knowing you have a local trusted advisor on your side who can help you every step of the way. Contact Mike Lobeck today to set up your free financial review.
Michael R. Lobeck, LUTCF
Trust Liaison Officer
(800) 645-3732 ext. 6669
Check the background of this investment professional on FINRA's BrokerCheck.
1Advisors with INOVA Financial 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. 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.
2Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.