Dedicated Financial Advisors
Your credit union is provided with licensed, trained, and knowledgeable financial advisors. Our advisors operate as fiduciaries, which requires them to work in the best interest of members. Advisors provide all members, regardless of their account size, with personalized financial planning and investment management services. Advisors work floating schedules allowing them to meet with members during normal business hours, evenings, and/or weekends. Members have the option of meeting with their advisor via chat, email, phone, video conference, and/or face to face.