MoneyMatters Financial Planning

WestStar MoneyMatters is a personal financial management service designed especially for credit union members. At no cost or obligation, we provide professional retirement, insurance and investment services to members like you whether you're just starting a savings plan, nearing retirement or already living in retirement. From IRAs to 401(k) rollovers, you can turn to us for advice you can trust.

Through the MEMBERS Financial Network, we can deliver to our members the most complete range of financial products and services available in the marketplace today.

David Niebuhr is the CUNA Brokerage Services representative who can work with you to create a personal financial blueprint to help achieve your goals.

There is no charge to members for initial financial planning consultations. Make your appointment for your own personal WestStar MoneyMatters planning session.

  • Retirement planning
  • Life Insurance services
  • College planning
  • Investment services
  • And much more!

Call (800) 729-9328 ext. 5616 or email David to set up a time and branch location that fits your needs! Check the background of this investment professional on FINRA's Broker Check.

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.

Form # FR-1202214.1-0515-0617