Investment Services

McCoy offers investments services through Freedom Financial Group*. Designed exclusively for credit union members and located at your credit union branch, McCoy Investment Services offers various insurance and investment programs customized to each McCoy member’s needs.

Some of the products and services available include

40l {k) / Pension Rollover Services
Life Insurance
Retirement Planning
Annuities
Education Funding
Long-TermCare Insurance
Mutual Funds
Wealth Management

This program is designed to assist a wide variety of members - from those just starting a savings plan to those with sizable assets looking for more sophisticated management tools.

Whether you're looking for guidance on just one financial need today, or if you're interested in getting a more comprehensive financial strategy, please contact McCoy Investment Services program for a no-cost, no obligation analysis at 844-487-2670.

VISIT INVESTMENT SERVICES

Check the background of an investment professional on FINRA's BrokerCheck.

*Representatives are not tax or legal advisors. Please consult a tax or legal professional per your needs.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC.
Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

Registered branch phone: 844-487-2670 | AdTrax#
29383 US Hwy. 19 N, Clearwater FL 33761 | 2580 E Hwy 50, Clermont, FL 34711
771 NW St. Lucie West Blvd., Port St. Lucie, FL 34986 | 6011 US Hwy 27 N, Sebring, FL 33870
7301 US Hwy. 98 N., Lakeland, FL 33809 | 1603 SW 19th Ave, Ocala, FL 34471

Securities Products Are: Not NCUA Insured | No Credit Union Guarantee | May Lose Value

Our Promise to You

Vision Statement
Provide financial services beyond your expectations.

Mission Statement
Provide a wide range of affordable financial products with exceptional member service.