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Matanuska Valley Financial Services

Matanuska Valley Financial Services (MVFS) 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.


mvfs-teamOur vision at Matanuska Valley Federal Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with Matanuska Valley Federal Credit Union extends to Matanuska Valley Financial Services.

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just to get a second opinion, MVFS Financial Advisors are here to help.

MVFS Financial Advisors can provide you individualized service, and are experienced in working directly with members like you.

Services include:

  • Reviewing your current financial plan
  • Retirement planning 
  • IRA, 401(k), 403(b), 457 plans, and Thrift Savings Plan (TSP) Rollovers 
  • Retirement income strategies 

Cory Folk MVFS CoordinatorCall Corey Folk
MVFS Sales Assistant/Team Coordinator
Get started designing your plan, contact us today to schedule a complimentary, no-obligation appointment at (907) 745-9182.

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


Robert Morgan
Financial Advisor

robert.morgan@cunamutual.com
501 N Main Street Ste. 140
Wasilla, AK 99654
CA Ins. License #: 0M45020

Joshua Patterson
Financial Advisor

joshua.patterson@cunamutual.com
1020 S Bailey St
Palmer, AK 99645


*Matanuska Valley Financial Services  Financial 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-3615203.1-0621-0723