Investments

As your primary financial institution, we want to be there for you through each stage of life.  Whether you’re planning to get married, changing jobs, or getting ready to retire, we’re here to help.  As a WMCU member, you have access to our CFS* Financial Advisor, James Tietema.  James can help you come up with a financial plan that is tailored to you and designed to meet your unique goals.

Schedule an appointment with James on financial planning topics that include:

– IRA, 401(k), 403(b), 457, and TSP Rollover Options

– Retirement Planning

– Higher Education Planning

– Life & Long Term Care Insurance

– Retirement and Business Services

Contact James Tietema at: james.tietema@cusonet.com or (616) 644-8146.

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor.  Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. † For specific tax advice please consult a qualified tax professional.