Investments & Retirement

Our members have different visions and varying needs for the perfect retirement. Planning for that can be overwhelming and confusing while we are living longer than past generations and the benefit landscape is constantly changing.  Today is always the right time to identify long-term goals and put a plan in place.

Let Tres Moore help you create that plan. He will listen to your individual needs to help you make educated choices for your financial plan and he can help you meet your unique goals by assisting with:

  • Retirement
  • Investments
  • Insurance
  • Education
  • Estate conservation
  • Trust services
  • Mutual funds
  • Stocks and bonds

Let us help you meet your goals by scheduling your complimentary, no obligation consultation today, use the form below or call 804-274-1228.

Meet Philip “Tres” H. Moore, CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner*

From retirement to college planning, Tres has years of experience creating financial plans and explaining to people how their money can be used to help meet their goals. He received his Masters of Business Administration from Strayer University. With his education and experience, he can help create an individualized financial plan with professional advice on a broad range of financial topics including life insurance, pension planning, investments and group benefits.  Tres is married with four children. In his free time, he enjoys playing soccer and running for exercise.

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

Investments and Retirement Form

Schedule an appointment with our Investments and Retirement team.

*The CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc.

Visit the Call Federal Investments and Retirement Investor Connection.

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-1839234.1-0717-819