Zeal Credit Union

Investment Products

Q. What is the Zeal Financial Advisors* Program?

A. As your partner, our intention is to help you achieve your financial goals for yourself and your family. That’s why when you visit Zeal Credit Union, you have access to a full-service financial advisory program that offers you retirement, insurance and investment services.

 

Q. How does the Zeal Financial Advisors Program work?

A. Jon Lybeck, our full-time representative, is available to meet with you to evaluate your financial needs, offer recommendations and coordinate your investment and insurance choices.

  • Individual Retirement Accounts
  • 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
  • Protect your family with life insurance or long-term care insurance
  • Save for college education costs

To set a no-cost, no-obligation appointment, call Jon Lybeck at 800-321-8570 ext. 108.

Still looking for more information? Click here.

Check the background of this investment professional on FINRA’s BrokerCheck.

* Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
FR-1166457.1-0415-0517

Jon Lybeck

Jon B Lybeck
Financial Advisor
Email Jon

 

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