HCU Investment & Insurance Services is located at Hutchinson Credit Union. There are many services that members need to succeed in life. That's why HCU Investment & Insurance Services is available, to help meet all your financial needs.
The Team...
Monte Cross leads HCU Investment & Insurance Services. Monte has been in financial services for the past 6 years. As an Investment Executive, Monte is fully licensed to handle all investment and insurance needs. No matter what the life situation is, Monte will help find a solution tailored for every individual.
"Whatever your goals, whatever your dreams may be, I can help develop a strategy to take you there."
Bob Guthrie has been in financial services for over 30 years. He is a Chartered Financial
Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), a
Chartered Life Underwriter (CLU), and an Investment Adviser
Representative with PRIMEVEST. He is licensed to handle all your
investment and insurance needs.
As a PRIMEVEST Investment Executive,
Bob is committed to giving members personalized attention, and handling
all of your financial needs.
Becky Goering is a licensed administrative assistant for HCU Investment and Insurance Services. She is available 12:00 - 4:00 p.m. each day to assist clients with any service needs.
Why PRIMEVEST?
Whether you're a conservative, middle-of-the-road, or aggressive investor, PRIMEVEST Financial Services, Inc., provides financial opportunities in friendly places to investors just like you.
To provide the high level of service that you expect, PRIMEVEST is a "self-clearing broker-dealer," utilizing the latest technology to clear and settle your brokerage transactions quickly and accurately.
When you open a PRIMEVEST brokerage account, you may also take advantage of the following services:
Dividend Reinvestment
Direct Deposit of Settlements into Checking/Savings Accounts
Consolidated Statements, including mutual fund positions
PRIMEVEST Financial Services, Inc., is located in St. Cloud, Minnesota. The company is a registered broker-dealer, and licensed insurance agency with a national reputation, providing services to customers of nearly 600 financial institutions in 42 states and Guam.
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided. PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by PRIMEVEST: Not NCUSIF insured. May go down in value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency. PRIMEVEST is a member of SIPC (The Securities Investor Protection Corporation), which protects securities customers of its members up to $500,000, (including $100,000 for claims for cash). An explanatory brochure is available upon request or at www.sipc.org. A supplemental policy provides $9.5 million in additional coverage per customer, subject to an overall aggregate. PRIMEVEST's supplemental policy protects customer securities and funds only if the brokerage firm fails. Neither coverage protects against a decline in the market value of your funds or securities. View PRIMEVEST privacy policy and other important information.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.
Located at 900 E. 23rd Avenue in Hutchinson, KS 67502 Phone 669-0177 or 1 800 428-8472 www.hcu.coop
