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Investment Services
Planning and Advice
Investment Professionals at EECU can help you organize, understand, control and accumulate your wealth.
Our registered representatives will build customized strategies to assist you with specific financial goals such as funding educational needs or developing income distribution strategies for retirement. They can also provide you with a written game plan to help you efficiently tackle a number of financial goals at once.
Schedule a complimentary one-on-one consultation today to address any specific financial needs that you may have.
Products and Services
- Review of Current Investments/Savings
- Insurance Needs Analysis
- Long-term care insurance
- Life insurance
- Disability income insurance
- Tuition Funding Programs
- College cost estimates
- Compare education funding vehicles
- Retirement Services
- Needs analysis
- Income distribution strategies
- Review of pension distribution options
- Investment Products*
- Fixed and variable annuities
- Mutual funds
- Stocks and bonds
- Real estate investment trusts
- Securities brokerage services
- Business Solutions
- Buy/sell strategies
- Group insurance (health, life, etc.)
- Deferred compensation plans
- Retirement plans (401(k), profit sharing, etc.)
- Non-qualified retirement programs
If you would like to learn more about EECU Investment Services, call 517.787.2060 or stop by our office located at the Jackson branch today!
*Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by directly contacting Financial Network Investment Corporation or the mutual funds, insurance company, or offering entity.
Securities offered through Financial Network Investment Corporation, Member SIPC. EECU- A Community Credit Union is not affiliated with Financial Network. Securities offered through Financial Network are: not federally insured, subject to market risk including loss of principal, not obligations of, deposits of, or guaranteed by the Credit Union. Top |
