The Future Is Closer Than You Think. We Can Help You Make The Most Of Your Investments Today.
When it comes to something as important as your financial future, we think you should feel your investments are in the most caring, capable hands. Whether you have an established investment portfolio or are just starting out.
At MECU Investment Advisors, we understand each client has their own investing goals, time horizon and tolerance for risk. That’s why right from the start, we sit down with you to help you determine the investment strategy that’s best suited for your personal situation.
Offering extensive experience, our knowledgeable staff can help you make sound investment decisions and provide valuable insight across a wide breadth of financial products, including:
- 401(k) and pension rollovers
- College funding
- Life insurance
- Long term care
- Estate planning
- Trust and advisory services
- Managed accounts
- Mutual funds
To schedule a complimentary, no-obligation consultation, click here. Or call us toll-free at 877.270.6392, ext. 85124.
So why not put our experience to work for you — with investment advisors who are truly committed to helping you achieve your personal investing goals.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A MECU Investment Advisors, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc. is a registered broker/dealer in all 50 states. FR061201-33E0
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