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Helping you plan for life, our experienced professionals listen to your needs and then help you make the right financial decisions for you and your family. This means taking you from where you are now through retirement. We specialize in answering questions about retirement, 401(k), pensions and other types of retirement plans.

Whatever your need, large or small, the Commonwealth CU Retirement & Investment Services program is here to help you with a variety of insurance and investment needs. You can count on us to do what's right for you. Please contact the Commonwealth CU Retirement & Investment Services Representative serving Commonwealth Credit Union members for more information and to talk to someone you can trust.
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Steve W Tobin, LUTCF
Financial Advisor
(502) 564-4775 ext. 5448
417 High Street
Frankfort, KY 40601-2112
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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.

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