Whether you are just starting out on your financial journey or preparing for retirement, our credit union advisory team can help you establish a clear path to achieving your financial goals. You will have your own management team, led by your dedicated advisor, who will provide financial advice and investment management. Evan and Michael are available mornings, evenings, and weekends in addition to normal business hours. Schedule a conversation today!
Meet Your Advisors
As your financial advisors, Evan and Michael actively listen and collaborate with you to understand your current financial situation and prioritize your financial goals. They work to understand your risk tolerance, time horizon, and investment preferences to establish a personalized financial plan. As professional fiduciaries, they are required to keep your best interests in mind. All members may schedule a complimentary call with Evan or Michael at any time to learn more or ask questions - no commitment is necessary. All members receive:
- A dedicated relationship with the Service One Credit Union advisory team
- Financial planning services
- Professional investment management
- Affordable pricing, no commissions, no hidden fees
Our Service One Team Helps You Succeed
We provide a full range of wealth management services. You can come to us with any financial questions - whether they are complex or simple. As a valued member, we are here to navigate your financial life.
Financial Planning
Your advisor can help you define your goal and analyze your options to develop and implement a personalized financial strategy.
- Starting an Emergency Fund
- Retirement Planning
- Social Security
- Education / College Planning
- Budgeting
- Insurance Analysis
Investments
Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk.
- Managed Portfolios
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Stocks, Bonds
- Cash Management
- Portfolio Reviews
Online Financial Dashboard
You will have 24/7 access to your own online financial dashboard where you can easily track and manage your financial goals and investments.
- Advisor insights & recommendations
- Scenario Planning Interactive Goal setting
- Financial Planning Tools
- Investment/Portfolio Details
- Account Actions
Conversations at your convenience.
Your Advisor is available during normal business hours as well as on evenings & weekends.
Account Types
- Individual
- Joint
- Custodial
- Revocable Trust
- Irrevocable Trust
- Roth
- Traditional
- Rollover
- SEP
- SIMPLE
- Beneficiary
- 401K
- Roth 401K
- 403b
- 457
- Health Savings Account (HSA)
Disclosures
Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Interactive Brokers Group, LLC, a member of FINRA/SIPC. Credit Union Wealth Group and Service One Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of the principal amount invested.
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