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MEMBER NOTICE: On Tuesday, July 16, myMcCoy Online Banking and the myMcCoy mobile app will include new features and functionality to help you manage your accounts. For full details and a reference guide, click here.

Investment Services

Members Financial 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:

 
401(k) Rollover Services and Pension Services
Retirement Planning
Wealth Management
Mutual Funds
Annuities
Life Insurance
Long-Term Care Insurance
Education Funding


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 for a no-cost, no-obligation analysis at 844-487-2670.


VISIT INVESTMENT SERVICES


Freedom Financial Group LLC


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