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