UW Credit Union Investment Services UW Credit Union Investment Services

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Investment Services at UW Credit Union wants to help you pursue your lifetime goals with smart, uncomplicated planning on your own terms.


 

Who We Are

Investment Services at UW Credit Union puts people first. Our holistic, personalized approach focuses on members’ unique needs, empowering them to pursue greater financial freedom so they can live their lives to the fullest.

Everyone Is Welcome

Our caring consultants are here to develop a customized strategy that's just right for you, whether you're a seasoned investor or are new to wealth management.

We Value Ethics

Our broker/dealer, LPL Financial, engages in fair and ethical practices. Any products offered through LPL are researched and evaluated by them in the open market, and are not developed from their own portfolio, which makes our recommendations objective and independent.

Here for Every Life Stage

Our products and financial management services are designed to help you succeed, wherever you are on your financial planning journey.

  • Retirement plan rollovers
  • Investment management
  • Pension rollovers
  • Education funding
  • Mutual funds
  • Stocks and bonds
  • Insurance: life, disability and long-term care

 

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Explore Our Resources

In addition to the expertise of our financial consultants, you can take advantage of our Investment Resource Center to:

  • View financial articles
  • Access calculators
  • Read timely newsletters
  • Watch presentations

Learn More Log In to Your Account

Meet Our Team

Our caring financial consultants possess the knowledge, wisdom and experience to develop a customized strategy that’s just right for you.

Get to Know Us

Want to Get Started?

Schedule an appointment with a financial consultant today.

Email Us

Visit an LPL Financial-registered branch:

University Ave.
 Junction Rd.
 Monroe St.
 Mayfair