The Family Horizons Investment Services Program is offered through CUNA Brokerage Service, 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.
Sound decisions start with sound advice. That’s why Family Horizons is happy to make available the services of a qualified financial advisor to our members.
Gregg Perrey is a Financial Advisor of CUNA Brokerage Services, Inc., * and he can assist you in making the right financial decisions, no matter what your individual or family needs might be. If you have questions about financial planning, retirement planning, or need assistance with your 401k plan or pension plan rollover,** Gregg can help.
Contact Gregg Perrey at 317.610.3945 for a no-cost consultation today!
Family Horizons Investment Services
12725 Old Merdian St.
Indianapolis, IN 46032
Check the background of this investment professional on FINRA’s BrokerCheck.
*Family Horizon Investment Services 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.
**Prior 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.