6Everyone could use some financial guidance now and then—from everyday budgeting to managing debt to retirement planning.
That's why CU provides its employees access to investment professionals.
Meet with a Vanguard representative if you are a CU employee who:
- already has a Vanguard account and wants some one-on-one time to consult with a professional.
- is considering opening a Vanguard investment account and is looking for more information about its services.
- is looking for financial guidance in general.
Is there a cost?
Because the cost of these sessions is already included in Vanguard's administrative contract with CU, there's no additional charge to you for using these services.
To schedule a one-on-one appointment, call 1-800-662-0106, ext. 14500, or register online.
Not available this day? Don't worry: Vanguard and CU's other investment sponsors will host several financial consultation sessions throughout the year. Just check the Employee Services events calendar to find one that's convenient for you.