in house financial planning
MCECU is proud to offer Certified Credit Union Financial Counselors (CCUFC) on staff to help you transform the way you deal with money through in-person counseling. Let us help you gain control of your financial future. Stop in or call us today! 715-261-7680
External Financial Planning
Financial Advisory Services are offered through Financial Design Group, Inc.
Learn more about the exclusive web-based system I use for helping clients bring order to their financial lives!
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 8010 Excelsior Drive Ste 200, Madison, WI 53717, ph# 608.828.9800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Financial Design Group is not an affiliate or subsidiary of PAS or Guardian. 2015-7921 Exp 7/17.