Savings & Investments » Investments

Investments

When it comes to investment advice, our recommendations are as individual as you are. Our financial planners, located at the UW Credit Union Investment Services Center, will help you determine a mix of quality investment options.

Investments are offered through Securities America, Inc. We also offer life and long-term care insurance to protect you and your loved ones.

Learn More

Whether you want to calculate the cost of retirement or learn more about the latest financial topics, our Investment Resource Center makes it easy. Get a better understanding of investing, retirement and estate planning, insurance and wealth preservation concepts.

At the Investment Resource Center you can:

• View financial articles
• Access calculators
• Read timely newsletters
• View presentations to help you decide what's right for you

Investment Resource Center »

Seminars

We provide a variety of seminars, from basic investing to advanced investment techniques. We also provide life and long-term card insurance seminars and counseling. Learn more about what we can offer by attending one of our seminars. We add new seminars periodically, so check our Seminars page often.

• Current Seminars

Contact Us Today

Our skilled representatives are available to meet with you at our 3500 University Avenue, Madison office. To schedule a no-cost, no-obligation appointment, call 608-232-5000 or 800-533-6773, ext. 2107.

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, and Financial Planning and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Clint Walkner, Jeremy Marshall, Nate Condon, Representative(s).

Not NCUA insured. No Credit Union Guarantee. May Lose Value. UW Credit Union and the Securities America companies are separate entities.