Other Services

Other Services

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Financial Planning for all phases of life

TruPartner offers the services of Everest Financial to assist members with a personalized financial plan. Just like TruPartner, Everest is dedicated to helping clients preserve their wealth and plan for retirement.

Register for one of their FREE FINANCIAL PLANNING SEMINARS. Choose a topic that interests you, get solid professional advise and enjoy a light meal. Seminars are held monthly at the TruPartner Main Office from 6:00-7:00 PM.

Contact Joe or Beth by phone  at (513) 532-8052 or  (859) 291-9290 or email them at jdduffey@everestfinancial.net.

 

Money Orders & Official Checks

Money Orders and Official Checks provide safe ways to pay someone other than by personal check. Benefits of using these services are not having to wait for it to clear, like writing a personal check, and the safety and security of not using cash. An Official Check also offers the payee the guarantee that the check is funded.

Notary Public 

Notary services are available at most locations. It’s a good idea to schedule an appointment so you’re sure you bring along everything you’ll need. And someone will be available and waiting when you arrive.

U.S. Savings Bonds

Members can redeem U.S. Savings Bonds at TruPartner. The Savings Bond Calculator provides a wealth of information about series E, EE, and I Savings Bond and Savings Notes, including current redemption values.

Series EE and I Savings Bonds are available for purchase online only.

Wire Transfers

Wire transfers are convenient, fast, reliable, safe and secure with our multiple levels of verification.

Signature Guarantee

Medallion Signature Guarantee service is available at no charge to our members. This type of signature guarantee is generally required for sale or transfer of securities.

Postage Stamps

TruPartner Credit Union offers half books of Forever Stamps and #10 Stamped Envelopes

  • Half Book of Forever Stamps: $6.00
  • #10 Stamped Envelope: $0.70 each