Members Financial Services The MEMBERS Financial Services Program is a full-service financial advisory program located at Metro 1 Credit Union, offering members retirement, insurance and investment services. Our goal is to help our members achieve their financial goals for themselves and their families.

How does the Members Financial Services Program work? Our MEMBERS Financial Services Representative is available to meet with you to evaluate your situation, offer recommendations and coordinate your investment and insurance choices. You may want to tackle just one financial issue today. We can help you: Roll-over your 401(k) or pension plan if you've changed jobs. Develop a savings and investment plan. Create a retirement income plan to approach those years with confidence. Manage your investments better. Protect your family with life insurance or long-term care insurance. Save for college education costs. Or you may be looking for help in managing your entire financial situation. We'll help develop a comprehensive financial roadmap that addresses all the relevant financial issues that you face.   Can the MEMBERS Financial Services Progran help me with retirement planning? Yes, whether you are already retired, getting ready to do so or are just beginning to save for retirement, our program has sophisticated planning software and a wide array of investment products to help you fund the retirement lifestyle you're seeking. We believe everybody has a unique vision of their retirement years and we help you manage your money to support that vision.   How do I get started? To set a no-cost, no-obligation appointment, call us today! All appointments can be made by contacting Megan Mueller at (925) 688-4343. Be sure to bring any documentation that will help our representative understand your situation better such as account statements, tax forms and benefit information. If married, it's best that both you and your spouse attend. Lastly, always bring an open mind and a willingness to discuss the details of your situation.

For more information about Metro 1 Financial Advice, contact our Call Center at 

(925) 682-6650 or 1-800-435-4040.

 *$5 monthly maintenance fee waived for members under 18 or over 62 years of age; also waived if member has another active share account (excluding Club Accounts) or active loan account.

NOTE: Rates and policies are subject to change. Please read the Account Agreement, Truth-In-Savings Disclosure and Electronic Services Disclosure and Agreement, and Fee Schedule for regulations and changes regarding each account.