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Investment Services

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Together we can make it happen

I welcome the opportunity to learn about your unique goals and needs. Together we can create a strategy designed to help guide you along the path to financial well-being.

Financial Services

  • Retirement Planning
  • Asset Allocation
  • Income Planning
  • Financial Review
  • Estate Planning

Investment Service and Products

  • Advisory Services
  • Annuities: Fixed, Variable, Fixed Index
  • Alternative Investments
  • Business Owner Solutions: Retirement Plans, Key Man Insurance, Executive Bonus Plans
  • Insurance: Life, Long-Term Care, Disability
  • Mutual Funds
  • Stocks and Bonds

Call to schedule a consultation at your local branch today

101 Wesley Dr. P.O. Box 619, Wood River, IL 62095
Phone: 618-254-0605
Mobile: 618-830-6131
Fax: 618-254-9219

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Midwest Members Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.

  • Not NCUA Insured
  • Not Credit Union Guaranteed
  • May Lose Value