Investment Services & Financial Planning - Genisys® Credit Union

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Genisys Investment Services™

Take control of your financial future

What’s ahead in your financial future?

  • Have you started retirement planning?
  • Are you preparing to fund your child’s education? 
  • Are you uncertain how to invest a recently received or expected inheritance?
  • Do you have 401(k) funds from an old job?
  • Are you just at the “investments for beginners” stage of learning and know that the earlier you get started the better off you will be?

Start with a NO COST consultation with a Genisys Investment Services Representative.

Our registered and friendly investment planning professionals can help you get on the right track toward a more financially secure future.  They can help you select investment types to match your goals, including mutual funds, stocks, bonds, and other investments.  

Whether you’re retired and need to manage your wealth, or you’re interested in long-term strategies, our investment planning representatives are ready to assist.

A second opinion never hurts.

Perhaps you have an investment advisor that you’ve been working with.  When’s the last time you revisited your plan or got a second opinion on the investments you hold? Or have you been acting as your own financial advisor?  Couldn’t you benefit from another point of view?

It costs nothing to have an initial consultation with a Genisys Investment Services representative.

Additional resources

What is a 401(k) Plan and Why Do I Need One?

Saving for a Child’s Future

Traditional or Roth IRA? Breaking Through the Confusion

5 Answers to Your Education Savings Questions


Click the Genisys Investment Services logo to learn more about our program and to find an Investment Representative to work with.

Genisys Investment Services

Securities and Advisory services offered through Cetera Advisor Networks LLC, Member FINRA, SIPC. Cetera Advisor Networks LLC is not an affiliate of Genisys Investment Services, a division of Genisys Credit Union.

Mutual funds, annuities and other investments available through Cetera Advisor Networks are not insured by the FDIC, NCUSIF or any federal government agency, are not deposits, or obligations of nor guaranteed by Genisys Credit Union, or any other affiliated entity. Investments are subject to investment risks including loss of principal invested.

To Check the backgrounds of these investment representatives please visit FINRA's BrokerCheck

This site is published for residents of the United States only.  Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the state and/or jurisdictions in which they are properly registered.  Not all of the products and services referenced on this site may be available in every state and through every representative listed.  For additional information please contact the Representative(s) listed on the site, visit the Cetera Advisor networks LLC site at

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