Altra’s Routing #: 291881216

Altra Financial Advisors

Our Advisors

As your life changes, so do your financial needs. Trust and feel confident every step of the way with Altra Financial Advisors.

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401(k) & Retirement

Altra Financial Advisors is here to help you start and maintain a goal-oriented savings plan

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Investments

Invest where you belong! IRA, Mutual Funds, Managed Accounts, Annuities, Stocks & Bonds.

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Life & Long-Term Care

Insurance can protect you and those you love from an unexpected death, illness and even from living longer than expected.

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Financial Strategy

Protecting your investments and your future.

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Education

5 ways to prepare for a market rebound.

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Trust Services

We know that while you can’t predict the future, you can prepare for it. Learn about our Trust Service options.

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Webinars

Find a webinar that fits your needs from investment strategies to planning for your future.

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Altra Financial Advisors is licensed to serve members in Arizona, California, Colorado, Florida, Iowa, Minnesota, North Carolina​​, South Dakota, Texas, and Wisconsin.​

Check the background of these investment professionals on FINRA’s BrokerCheck.
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.
The Altra Financial Advisors 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
*Altra Financial Advisors Financial Professionals 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-3221090.1-0820-0922