University of Iowa Community Credit Union - Iowa City, IA - wealth management

By: Uiccu  12/08/2011
Keywords: Insurance, Credit Union, Community Credit Union

Can a professional representative really make a difference?

Investments, taxes, insurance, retirement, estate planning..the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. To take advantage of all available options, today's investor needs two things: an understanding of which investment products are most appropriate for each situation and a relationship with a trusted investment professional who has a clear understanding of the investor's needs.

Individualized, Value-Oriented Services

When you meet with one of our financial management professionals, you can be assured of a personalized one-on-one analysis that's designed with your specific needs in mind. We take a value-oriented approach to meeting your needs. We'll take the time to learn about you and your financial objectives, then offer strategies based on your input. Some of our services include:

Asset Management * Trust * Financial Planning * Retirement Planning

401(k) Rollovers * Mutual Funds * Annuities * Insurance


UICCU Investment Services

(800) 397-3790

Michael Lehman: 358-5632

Mark Law: 358-5631

Heather Koch: 358-5635

Eli Wynes: 358-5633

Mollie Grolmus: 358-5634

Mike Young: 341-4504

Mike Murray: 341-2124

In Cedar Rapids:

David Ernst: 730-3212

Trent Von Ahsen: 730-3217

LPL Financial Representatives offer access to trust services through The Private Trust Co., N.A., an affiliate of LPL Financial. University of Iowa Community Credit Union and UICCU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, VA, WI, WY

Keywords: Community Credit Union, Credit Union, Insurance

Other products and services from Uiccu


UICCU Services | Iowa City, Coralville, North Liberty | IA

An understanding of investment products and a relationship with a trusted investment professional. UICCU is proud to offer Private Banking services for its affluent and high net worth members. If you're check can't clear, we can cover it, so you don't have to pay extra penalties. Gain access to exclusive services and increase your savings. Manage your UICCU accounts from anywhere – anytime.