Conversations at your convenience.

Your advisor is available during normal business hours as well as on evenings & weekends.

Our experience can help you plan, invest, and manage funds for your future.

Contact

Jonathan Turner
Phone: (270) 796-8500

Focused Support

A dedicated relationship with the Service One Credit Union advisory team.

No hidden fees

Affordable pricing, no commissions, and no hidden fees.

Wealth Planning Options

What products & services are available?
  • Financial Planning / Life Planning
  • Retirement / 401(k)
  • Stocks, Bonds, Mutual Funds, ETFs
  • Personal Financial Advisor
  • Portfolio Management
  • Investments
What types of accounts can I open?
  • Individual
  • Joint
  • Trust
  • IRAs
  • 401(k) / Roth; 403(b); 457
  • Health Savings Account (HSA)
What if I already have an investment advisor?

Our advisors can review financial plans or investment portfolios and provide analysis and recommendations at no cost.

What questions can I ask financial advisors?

Common financial questions might include retirement planning, investment portfolios, and long or short-term goals such as buying/selling a house, college planning, and mutual funds/stocks/bonds. All members are welcome to start a conversation–no obligation or commitment is required.

Get the most of your membership with Exclusive Perks

Explore Membership Perks

Suggested Reading

View All Updates