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Investment and Planning Services

Members 1st Credit Union offers a free financial professional to help you manage your finances.

Investment and Planning

Financial services are offered through Carl Pierce, a National Planning Corporate (NPC) representative who personally assists our members. Financial services are free and available by appointment through the credit union. Take advantage of the following services:

  • College Planning
  • Life Insurance
  • Disability Insurance
  • Long Term Insurance
  • Health Insurance
  • Mutual Funds
  • Retirement Planning

Make an Appointment

For more information please contact Carl Pierce by completing the form below or by calling him at (530) 222-6060 or (800) 303-3838 ext. 312.

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Products offered by Carl Pierce are investment and planning products. They are not NCUA insured, nor guaranteed by Members 1st Credit Union, and may lose value. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitations of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Registered Representatives offer securities through National Planning Corporate (NPC), NPC of America in FL & NY, Member FINA/SIPC. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting of or attempting to effect transactions in securities, will not be made absent compliance with state Broker-Dealer, agent registration requirements, or an applicable exemption of exclusion Members 1st Credit Union and NPC are separate unrelated companies.

Eligible to all Butte, Glenn, Shasta, and Tehama County residents. Join Now