CUNA Brokerage Services, Inc. selects Rick Addy as their newest Financial Advisor for SAFE Federal Credit Union.
A graduate of Furman University, Addy has over 20 years of experience in the financial services industry and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2001. He is experienced in a wide variety of investment services including 401(k) planning, trust services, education funding, and insurance planning.
“Like CUNA Brokerage Services, Inc., SAFE Federal Credit Union is committed to helping others achieve financial wellness above all else,” said Addy. “I’m looking forward to serving SAFE’s members and helping them feel confident in their financial plans.”
“SAFE is pleased to introduce Rick Addy to our members in the Lexington area.” added President and CEO Michael Baker. “His expertise will help our members achieve their goals while adding tremendous value to our MEMBERS Financial Services Program.”
Addy joins SAFE’s MEMBERS Financial Services program offered through CUNA Brokerage Services, Inc., a financial advisory firm that has been providing broker-dealer and investment services to financial institutions for nearly 40 years. He will be assisting SAFE members from the credit union’s Lexington branch located at 5388 Augusta Road.
About SAFE Federal Credit Union
SAFE Federal Credit Union, founded in 1955, is the one of the largest financial institutions based in South Carolina with over $1.5 billion in assets, 126,000+ members, and 17 branches. Membership is open to anyone who lives, works, worships, or goes to school in Sumter, Lee, Kershaw, Clarendon, and Florence counties, as well as parts of Richland, and Lexington counties. Membership is also open to employees of more than 500 companies located throughout the Midlands and relatives of those eligible to join. Connect with us at www.SAFEfed.org, on Facebook.com/SAFEfederalcreditunion or @SAFEFCU.