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Team One Investment Services

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

Team One Investment Services offers securities through Sigma Financial Corporation; Member FINRA/SIPC as our broker/dealer. Sigma makes available a variety of investment and insurance programs that compliment the savings programs offered by the credit union including Traditional and Roth IRAs, Mutual Funds, Fixed Annuities, Variable Annuities, 403b Plans, Long Term Care Insurance and Life Insurance.


Team One Credit Union is owned by our members. 
We focus on service, not profit, so our members benefit with lower rates on loans and higher rates on savings. We offer a full range of Personal, Commercial and Investment services to meet your financial needs and we will continue to provide quality, affordable service to our 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.

As a credit union member, you are entitled to a free review of your finances and a professional opinion about your investment options. To contact Robert for an appointment or referral, please call (989) 272-0024 or email rpuz@sigmarep.com.




 
 
 IMPORTANT DISCLOSURES

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.