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Genisys Investment Services

Take control of your financial future with the help of registered Investment planning professionals.

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Genisys Investment Services™

Take control of your financial future

What's ahead in your financial future? 

 

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.

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

Financial Planning Information

From the Genisys Blog

Why a Credit Union is Safer than a Bank in a Financial Crisis
Why a Credit Union is Safer than a Bank in a Financial Crisis
Authored By: Genisys Credit Union on

It’s no secret that the economy has seen better days. Inflation has cooled off slightly, but it is still at record highs as salaries continue lagging behind. Interest rates on large loans are also steep enough to drive many would-be borrowers away, while home and auto prices soar.

Read More »

What Does It Mean to Be Financially Independent?
What Does It Mean to Be Financially Independent?
Authored By: Genisys Credit Union on

In the world of finance, the phrase “financial independence” is tossed around frequently. The challenge is that this concept isn’t one-size-fits-all; it means different things to different people. For instance, for someone in their golden years, financial independence might signify the ability to retire comfortably without the burden of a 9-to-5 job. However, for hardworking adults, it often boils down to breaking free from the paycheck-to-paycheck grind.

Read More »

8 Financial Moves for Empty Nesters
8 Financial Moves for Empty Nesters
Authored By: Genisys Credit Union on

It’s a bittersweet feeling when your children spread their wings and leave the nest. As they venture into the world to pursue their dreams, it’s time for you to take stock of your financial situation and make some strategic moves. With retirement likely right around the corner, the upcoming years are crucial to ensure you enjoy your golden years.

Read More »

Preparing Financially for a New Baby
Preparing Financially for a New Baby
Authored By: Genisys Credit Union on

Congratulations! You’ve just gotten the positive pregnancy test results and you’re breathless with excitement — and nerves. Or maybe you’re a few months along, and the mild panic is growing right along with the baby bump. Regardless, a baby means big changes, and some of those changes bring many new expenses. How will you pay for it all?

Read More »

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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 www.ceteraadvisornetworks.com

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