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.