Invest

Our investment advisors are registered through CUSO Financial Services, L.P. (CFS), providing assistance to our members to develop plans for:

  • Your Nest Egg
  • Estate, Retirement, and College Planning
  • Tax Management Strategies*


Our Advisors also provides the following services:

  • Complimentary appointments
  • Securities brokerage services through CFS that allow you to purchase mututal funds, stock, bonds, annuities and life insurance.
  • Seminars on financial planning topics (Check out our Seminar Schedule on the website)

Appointments with our Investment department are complimentary. To book an appointment, contact Diane Badolato today by calling 888.564.4900 or emailing her at Diane.Badolato@sb1fcu.org.

* For specific tax advice, consult a qualified tax professional.

Long Term Care Planning

Through our partnership with CUNA Mutual, Long Term Care policies are very price competitive but a UNIQUE Sb1 member benefit is a 6% discount to members who pay their premium quarterly by ACH through an Sb1 account.

Learn more online.

To learn more about the long term care program available to you through your membership, be sure to check out the new, interactive, secured Long Term Care Website designed specifically to help you learn all about this important topic.

Click here to visit the MEMBERS Long Term Care site today!

  • Perform a personal and financial needs assessment.
  • Determine specific state costs for home care, assisted living and skilled nursing home costs.
  • Obtain a quick pricing quote from multiple carriers for similar benefits.
  • Custom design coverage for each carrier, allowing for personalization of benefits to meet specific needs.
  • Contact Long Term Care Specialists for assistance and apply for coverage.

Have questions? Call to get answers.

Call today at 800-443-6003. Representatives are available to answer your questions between the hours of 8:30 AM to 8:30 PM, Monday through Friday, Eastern Standard Time.