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Team One Credit Union

Team One Credit Union was originally organized by a group of 15 teachers as Saginaw Teachers Club Credit Union in 1935. Formed to fill a need as a place where teachers could receive financial assistance at reasonable rates, the purpose of this credit union was, and is, to encourage thrift (savings) among our members. Over the years, Team One has grown to service over 60 Michigan Counties.

Team One Investment Services offers a personal financial management service designed exclusively for Team One Credit Union members.

Robert Puz, our Financial Advisor, is trained and licensed to provide assistance with financial wealth management. He has over 10 years of experience helping people to manage their investments.

To contact Robert for an appointment or referral, please call (989) 272-0024 or email

Learn About Our...

The potential to accumulate funds for tomorrow while deferring taxes today with an IRA. Individual Retirement Accounts, or IRAs, are tax managed accounts to help you save for retirement. We offer both Traditional and Roth IRAs. Call or stop in to talk to one of our professionals about saving for retirement with an IRA.

Certificate of Deposit
With as little as $500, open a CD. Enjoy flexible terms from 3-60 months.

Money Market Accounts
As your savings grow, move up to a Team One Money Market. Make unlimited deposits of $500 or more and 6 withdrawals per month.
Investment Services

Retirement Planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax Management
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate Planning
Coordinating with your tax and legal advisors. Helping you estate plan for your intended heirs. Helping with beneficiary designations. Potentially reducing exposure to estate taxes and probate costs.

Risk Management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding a suitable policy for your situation.

Education Funding
Recommending investment and accumulation strategies to help you pay for your children's education.

Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.


Securities offered through Sigma Financial Corp., member FINRA/SIPC. Team One Investment Services is independent of Sigma Financial Corp. Not NCUA or FDIC insured, not a deposit product, not a condition of any credit union service, no credit union/affiliate guarantee, may lose value.

Check the background of this financial professional on FINRA's BrokerCheck.