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Receive Additional Benefits
Investment Services at UW Credit Union
Get started by scheduling an appointment by calling 800.533.6773, ext. 2107.
As a UW Credit Union member, you have the opportunity to take advantage of another layer of benefits—Investment Services at UW Credit Union. Operating for a decade now,
Investment Services at UW Credit Union can help you pursue your investment goals whether you are just starting out, are in retirement and any place in between. As part of your UW
Credit Union membership, you can receive a comprehensive investment plan at no charge. Learn more about the Investment Services difference below.
Your Best Interest Always Comes First - UW Credit Union Investment Services believes and carries out the same core values as the credit union, namely,
recommendations are made to fit members' needs. They are not meant merely to sell products or earn commission. Our financial consultants take the time to learn about your situation and
goals and work to customize a plan focused around you. Plus, our structure allows our financial consultants to be truly dedicated to serving your needs.
Team Approach - Our financial consultants use their industry knowledge and unique perspectives to design a plan to help you succeed—you have access to
the entire team. Whatever you are interested in or have questions about, our financial consultants will be there for you.
Unique Services - If you are an employee of the UW System or State of Wisconsin, we are proficient with these pension systems and retirement plans. We
understand the rules and guidelines that can compliment a comprehensive plan when working with these programs.
Our financial consultants can also help you with income distribution in retirement planning by creating customized projections for your needs. In addition, we can help you plan for
living expenses as well as items such as charitable donations. We can also assist with legacy and estate planning strategies.
Due to recent economic conditions, we are accessible to our members whenever they need us. We will analyze your situation and determine a meeting schedule frequency that meets your
We're Here for You Every Step of the Way - Whether you are planning for your child's education, just starting with an investment plan or are in
retirement, we can help get you there. We offer:
- Retirement Plan Rollovers
Investment Services at UW Credit Union »
Securities offered through LPL Financial, member
Insurance products offered through LPL Financial or its licensed affiliates. UW Credit Union and Investment Services at UW Credit Union are not registered
broker/dealers and are not affiliated with LPL Financial.
Not NCUA Insured | No Credit Union Guarantee | May Lose Value
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:
CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, MO, MT, NH, NJ, NM, NY, NC, OH, OR, PA, RI, TX, VA, WA and WI.