The Tennessee Credit Union
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About The Tennessee Investment Services


About The Tennessee Investment Services

The Tennessee Investment Services program located at The Tennessee Credit Union offers professional service from people you know, at a financial institution you trust. We strive to continue the TTCU legacy that was founded on face-to-face relationships so that we can help you reach your financial goals. Bethel Coleman, our Financial Advisor and Chartered Retirement Planning Counselor, will work with you to customize a strategy for your financial future so that you can decide when and how you want to retire.

 


Services

Retirement Planning Rollover and IRA Request a Consultation

Retirement Planning

Rollover & IRA Transfers Benefits of Consultation
Other Services Rollover and IRA Request a Consultation
Financial Webinars Other Services Request Consultation

 

 


Meet Your Financial Advisor

Bethel Coleman, Chartered Retirement Planning CounselorSM

 

Financial Advisor Bethel Coleman

Professional Services

My Background

Contact

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

For over 10 years I have been helping members reach their financial goals by carefully developing a plan that aligns with their 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.

The Tennessee Investment Services

1400 8th Ave South, Nashville, TN 37203

Office: 615-780-7804

Bethel.Coleman@cunamutual.com

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

 

Request Consultation


*The Tennessee Investment Services 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 Tennessee Investment Services Professionals 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.

FR-3414325.1-0121-0223