Briefing frontwavecu.com
Second Quarter 2020
Map out your financial future
Start saving on your insurance today
Frontwave Investment Services* is offered to our members as a way to help you map out your financial future. Our Advisors, Kathy Chesney and Leslie Myers, will work with you to determine your comfort level and financial goals to create an investment timeline that will meet your needs. Regardless of where you are in life, the end result will be a strategy designed to protect, build and use your assets in the most advantageous way.
Some of the services provided by Frontwave Investment Services include: •Retirement planning •General investment management •Long-term care insurance •401(k) planning •Education funding •Portfolio management To learn more or to schedule a free, no-obligation appointment, visit Frontwave Investment Services online or call 760.439.6960.
Our insurance partners can help you protect what you’ve worked hard for. They can help you get the best policy for you at the best price. Choose from: •Auto & motorcycle insurance •Home & renters insurance •Term life insurance •Pet insurance •Identity theft insurance •Wedding and event insurance Visit frontwavecu.com/insurance to learn how to get your free, no-obligation quote.
Annual Report Our Board of Director’s 2019 Annual Report is now available. The report offers a summary of our 2019 financials, as
Kathy Chesney Serving: RDO, Fire Mountain, Camp Pendleton, MCRD, SOI, and Pacific Plaza
Leslie Myers Serving: Temecula Parkway, Temecula Winchester, Wildomar, Escondido, San Marcos, 29 Palms, Yucca, Barstow
well as insights from the Chairman of the Board and the Treasurer. Click here to view it online, or ask for a copy at your local branch .
*Frontwave Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
UPCOMING HOLIDAYS Frontwave will be closed in observance of the following holidays this quarter: New Year’s Day Wednesday, January 1 Martin Luther King Jr. Day Monday, January 20 President’s Day Monday, February 17 Express Line, Online Banking, Mobile Banking, and ATM service Frontwave will be closed in observance of the following holiday t i rt r: Memorial Day Monday, May 25 Express Line, Online Banking, Mobile Banking, and ATM service will be available as usual.
CONTACT US Express Line 800.829.7676 Member Solution Center 760.631.8700 or 800.736.4500 Mon-Fri: 7am – 6pm, Sat: 9am – 4pm Autoland 800.234.6999 Enterprise Car Sales 800.CAR.SALES GreenPath Financial Wellness 877.337.3399 Frontwave Investment Services 760.439.6960 Frontwave Insurance Services, LLC 844.788.0820 Express Line 8 0.829.7676 Member Solution Center 760.631.87 0 or 8 0.736.45 0 Mon-Fri: 7am – 6pm, Sat: 9am – 4pm Autoland 8 0.234.6 9 Enterprise Car Sales 8 0.CAR.SALES Gr enPath Financial Wellness 8 7. 37. 3 9 Frontwave Investment Services 760.439.6960 Frontwave Insurance Services, LC 8 4.7 8.0820
STATISTICAL REPORT As of November 30, 2019 Members: 91,614 Assets: $890,891,398 Total Shares: $757,133,421 Loans Outstanding: $603,949,171 As of March 31, 2020 Members: 109,294 Assets: $920,332,892 Total Shares: $792,471,328 Loans Outstanding: $619,739,092
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