Investments

Did you know that Meridian Trust has a Financial Professional available to help you with investments? We do! He has years of investing and financial consulting experience to help you potentially earn more on your money.

Whether you’re just starting out, nearing retirement, or somewhere in between, it’s important to have a clear plan to reach your financial goals.

If you're just getting started with investing, we'll help identify your short-term and long-term goals, and discuss a customized investment strategy. If you already have an established portfolio, you’ll benefit from reconfirming your goals and getting a second analysis of your investment plan.

  • Retirement, purchasing a home, long-term healthcare, and a college education for your child are just a few of the financial goals many people set their sights on. No matter your circumstances, an investment plan can be the first step to help achieve those, and other goals.

    Through our contract with CFS*, Meridian Trust can now offer you a broad array of investment choices with no conflict of interest – CFS offers no proprietary products. What this means to you is that your investment recommendations are based on your best interests. We can help design a financial plan to fit each individual member’s needs, including:

    • Retirement Plans
    • Long-Term Healthcare
    • Education Fund Accounts
    • Estate Planning
    • Mutual Funds
    • Annuities
    • Market-Linked Certificates of Deposit
    • Money Market Funds
    • And More

    Set up a complimentary, no-cost, no obligation consultation today!

    Your first consultation with our experienced CFS* financial advisor is complimentary as a benefit of membership with Meridian Trust Federal Credit Union. If you're just getting started, we'll help identify your short-term and long-term goals, and discuss a customized investment strategy. If you already have an established portfolio, you'll benefit from reviewing your goals and getting a second analysis of your investment plan.

    Click here to check the background of this investment professional with BrokerCheck by FINRA

    *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

  • Photo of Wayne Bellinger, IIIWayne Bellinger, III is a registered Investment Representative through CUSO Financial Services, L.P.*, at Meridian Trust. Wayne brings a breadth of experience to financial services, which has helped his clients reach for their goals with confidence. Whether you are considering retiring or just getting started, Wayne is here to help. Wayne is licensed to provide financial advice to residents of Wyoming and Colorado.

    Check the background of this investment professional with BrokerCheck by FINRA

    *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Please contact Wayne at 1.800.726.5644, ext. 7470 or send Wayne an email if you would like to talk to him about the products and services available to you.