Investments & Retirement

A Message from Philip "Tres" Moore

First and foremost, I want to send a warm heart out to everyone. I hope the best for you and your loved ones during this time. During this difficult time, I want to assure you that I am here to support you. Financial questions might be on your mind, I am still available to meet and talk through all of your questions and potential needs. As part of our country’s social distancing efforts to help prevent the spread of COVID-19, I am fully equipped to continue operating business and serving your needs through a virtual environment. Please feel free to reach out to me via email (philip.moore@cunamutual.com) or phone (804) 748-9488, ext. 3368 anytime, for any reason.

Investments & Retirement

Investments & Retirement

The Argent Investments & Retirement program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

The Argent Investments & Retirement program, located at Argent Credit Union, offers financial management services exclusively to credit union members with “no cost and no obligation” for consultations. The program representative, Tres Moore, will work hard to help you achieve your personal and individual financial goals.

Check the background of this investment professional on FINRA’s BrokerCheck.

Letter from Tres regarding COVID-19

Virtual Seminar

Virtual Seminar

Are you ready to retire?  You might be prepared for the financial transition of retirement, but you’ll experience lifestyle and emotional transitions as well. 

Join us for our next Virtual Seminar: Three Transitions to Retirement: It’s about more than just the money, on Tuesday, October 27thThis is an educational seminar with no-cost and no-obligation to those who want to attend.

During this session, you’ll learn:

  • How to confidently address the financial, lifestyle, and emotional transitions to retirement
  • How to guard against risks and manage those that are inevitable
  • Whether you are ready for retirement

 Reserve Your Virtual Seat Today

Services Offered

Services Offered

Insurance

  • Life Insurance
  • Long Term Care
  • Annuities

Investment

  • IRAs
  • Mutual Funds
  • Managed Accounts
  • Annuities
  • Stocks & Bonds

Prepare for Your Future

  • Save for Retirement
  • Living in Retirement
  • Save for College

Take advantage of the Argent Investments & Retirement Program

For a no-cost consultation, contact Tres Moore at (804) 748-9488, ext. 3368 or click here