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Financial Services

Bill Knudsen, Wealth Advisor

A Good Investment Strategy Is Important For Your Financial Future

Michigan Educational Credit Union members have access to the financial planning and investment services available through our relationship with MECU Financial. MECU Financial's financial consultants, conveniently located right at your Credit Union, are a valuable source for guidance about your important financial decisions. These experienced and knowledgeable financial consultants can help you determine investment objectives, select appropriate services and products, and make investment decisions. Individual appointments are available at no cost to you.

The consultants at MECU Financial can assist you with:

Portfolio Analysis
Retirement Planning
Education Fund Planning
Financial Seminars
Insurance Services
Retirement Accounts — IRAs, TSAs, 403(b)
Equities
Annuities — Fixed & Variable
Mutual Funds
Life Insurance
Disability Insurance
Long Term Care Insurance

For more information on these and other investment-related subjects or services, please call MECU Financial at (734) 416-5025. You can also contact Bill Knudsen directly at (734) 416-5029, and you can contact Karen Heddle directly at (734) 416-5021.

Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Michigan Educational Credit Union and MECU Financial are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Michigan and Ohio.

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

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