OTTUMWA – Matthew Vickers has joined Community 1st Credit Union as a financial advisor, exclusively serving the credit union’s membership through C1st Investment Services.
Vickers, who has over 17 years in the financial industry, is now available to meet with individuals to evaluate their financial situation, offer recommendations and coordinate their investment and insurance choices.
“Our goal is to be a life-long, trusted partner for our members,” said C1st President and CEO Greg Hanshaw. “Matthew shares these goals, along with the credit union values of trust, safety and service that every member of our team strives to achieve. I’m confident he will provide our members with the information and support to meet their financial planning needs.”
Vickers has worked with over 1,000 financial planning clients in his career and has been part of teams that recruited and trained more than 100 financial advisors.
“I look forward to serving the retirement planning and wealth management needs of Community 1st members,” said Vickers. “I can help identify their major financial objectives or recommend solutions to help them achieve financial security–even provide an objective second opinion on their financial situation.”
Vickers is a native of Greene, Iowa and attended Iowa State University with a Speech Communication major. The Fairfield resident has two, young daughters.
Designed exclusively for credit union members, and located at the credit union’s branch offices, C1st Investment Services is a full-service financial advisory program providing retirement, insurance and investment services to individuals.
Products and services provided by the financial advisory program include; Retirement Planning, Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers, Life Insurance, Long-Term Care Insurance, as well as various other offerings designed around the needs of the credit union’s members.
The program works in cooperation with Community 1st Credit Union and complements the wide range of products and services the credit union makes available to its members
For more information, contact Matthew Vickers at (641) 684-1114 today for a no-cost, no-obligation appointment.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. No deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.
Community 1st Credit Union is a not-for-profit financial cooperative with more than $660 million in assets. The credit union, established in 1936, serves more than 58,000 members.
C1st has more than 250 employees and is headquartered in Ottumwa. The credit union has branches in Albia, Bloomfield, Cedar Rapids, Centerville, Chariton, Fairfield, Grinnell, Indianola, Knoxville, Mount Pleasant, Oskaloosa, Ottumwa, Pella and Washington.