The Tennessee Credit Union
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5 Pros and Cons of 401(K) Rollover Guide Page 15 Pros and Cons of 401(K) Rollover Guide Page 2

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Get started on your plan today, contact us at:

Bethel Coleman, Financial Advisor

Bethel Coleman


Financial Advisor

Office: 615-780-7804

Bethel.Coleman@cunamutual.com

The Tennessee Investment Services


The Tennessee Credit Union

1400 8th Ave South,

Nashville, TN 37203

My Background
Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience, and time horizon is an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate strategy for you.

Professional Services

  • Investment Management for Seniors
  • Retirement Planning
  • Financial Life Planning
  • Insurance Planning
  • Tax-advantaged Investment Planning
  • Charitable Giving Strategies
  • Comprehensive Financial Guidance
  • College Savings

Check the background of this investment professional on FINRA's BrokerCheck

MaroonBar


Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The Tennessee Investment Services' Advisors are registered representatives of CUNA Brokerage Services, Inc. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.

*The Tennessee 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

CUNA Brokerage Services, Inc.

FR-2134375.1-0518-0620



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