WHAT OUR MEMBERS SAY
WHAT OUR MEMBERS SAY
About SchoolsFirst FCU

“The Credit Union has something for everyone, from someone who is financially savvy to a person who just needs basic services.”


– Amy C.
Member Since 2010

About SchoolsFirst FCU
MOST POPULAR CONTENT
MEMBER FAVORITES Estate Planning & Trust Services
Meet Our Financial Advisors
457(b) Investment Providers
403(b) Investment Providers
Mutual Funds
Financial Advisor Jeremey Hill
Jeremey Hill, CRPC®, RICP®
 
Madison

800.462.8328, Ext. 4116, Option 2
investments@schoolsfirstfcu.org


Check the background of this investment professional on FINRA's BrokerCheck

Serving in the financial services industry for more than 12 years, Jeremey enjoys helping Members develop, improve or complement their financial plan. 

He believes adding value to a Member’s financial life starts with forming a trusted partnership.  “Retirement income planning is an essential component in every financial plan,” he says. “A key to success is steady and consistent contributions that can hold up in a variety of market conditions.” 

Jeremey says the biggest misconceptions among Members is that all investments are risky, complex and come with high fees. “I like to match each Member’s risk tolerance and time horizon to appropriate investment vehicles while avoiding unnecessary risks.”

Jeremey is a fully registered and licensed investment and retirement planning professional and is registered to sell securities.

When he’s not helping Members, Jeremey enjoys golfing and being outdoors, especially hiking and snowboarding.

To make an appointment with Jeremey, call 800.462.8328, ext. 4116, Option 2.

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 SchoolsFirst FCU to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. 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.

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RELATED CONTENT
RELATED CONTENT
Retirement & Investment Forms •  Retirement & Investment Forms
 
 
403(b) and 457(b) Plan Administration •  403(b) and 457(b) Plan Administration
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