The Wealth Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Helping you achieve your financial goals
At Ideal Credit Union we have always been committed to providing products and services that bring our members closer to living their Ideal Life. We believe the Wealth Advisors Program located at Ideal Credit Union does just that by offering retirement, insurance and investment services that can help our members reach their financial goals.
Our Services
Our services
Retirement Planning
Start a goal-oriented savings plan today – and stick with it. Save for and live well in retirement.
Purchasing Annuities
To help you save for, and live in retirement. Protect assets from market volatility.
Insurance Products
Protect yourself and the ones you love from the unexpected. Gain peace of mind.
Investment Options
Individual investments to complement your lifestyle. From conservative to ultra aggressive.
401(k) / Pension Rollovers
Time to rollover your 401(k) / Pension? Let Wealth Advisors guide you through the process.
Education Funding
Giving your children the best opportunities is top of mind for most parents. Start early on a college savings strategy.
Other services
Wealth Advisors can also assist with FERS (Federal Employees Retirement System), TSPs (Thrift Savings Plans), CSRS (Civil Service Retirement System), Tax Savings & Additional Income, and more.
Craig Lundquist, Senior Wealth Advisor and Kristin Becker, Senior Wealth Advisor Office Coordinator.Let Us Help
Whether you have one financial issue you want to tackle today, or realize it’s time to put together a comprehensive financial strategy, Craig Lundquist, Senior Wealth Advisor, will take the time to listen and learn about your unique situation.
Ready to get started? Give us a call at 651-773-2876 or schedule an appointment.
