WCCU Investment Consultants | Home

Presentation

 

Are You Ready for Retirement?

Schedule your complimentary appointment for a personalized review of your retirement plans.

 

 

Set Up an Appointment

Please use the appropriate link to schedule a return phone call, virtual meeting, or an in-person branch meeting with Brandi.

​Return
Phone Call​       ​Virtual 1-Hour Appointment ​ 

​Westby In-Person Appointment​       ​Viroqua In-Person Appointment​ 

​Reedsburg In-Person Appointment​       ​Lake Delton In-Person Appointment​ 

​Baraboo In-Person Appointment​  ​Portage In-Person Appointment​  ​Richland Center In-Person Appointment​ 

 

 

WCCU Investment Consultants currently offers a variety of services related to investments, including retirement planning, basic estate planning, and long-term care planning, to name a few.

Need to call us?

Direct Phone Number

608-634-7756

 

Secure Fax Number

888-509-4597

 

This communication is strictly intended for individuals residing in the states of AZ, CO, IL, MN, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

The financial advisors of WCCU Investment Consultants offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.  Funds are subject to investment risks, including possible loss of principal investment. WCCU Credit Union is not a registered broker-dealer or Registered Investment Adviser. WCCU Credit Union and Commonwealth are separate and unaffiliated entities.  

Privacy

Form CRS: Client Relationship Summary

Copyright © 2022

brokercheck - grey font