MECU Investment Advisors

A wealth of ways to plan your financial future.

Preparing for the future was never more important than it is today. MECU Investment Advisors offers a breadth of investment and insurance options designed to fit your individual needs and comfort level.

Whether you’re a savvy investor or someone just starting out, our experienced team of investment advisor representatives can lend their proven investment knowledge to help meet your specific objectives for retirement, life insurance, long term care, higher education and passing on your wealth.

  • Retirement planning
  • 401(k) and pension rollovers
  • College funding
  • Annuities
  • Life insurance
  • Long term care
  • Advisory services
  • Estate conservation
  • Trust service, available through MEMBERS Trust Company
  • Mutual funds
  • Managed accounts

So when you’re ready, you can trust MECU Investment Advisors to help you plan for financial security now — and in the years ahead.

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