We want to be your long-term trusted advisors for financial planning services and are are committed to your financial success. We understand that no single investment or combination of investments is right for everyone. We will help you identify your needs and will provide sound advice to help you make an informed decision that is best for you.
Check the background of our investment professionals with FINRA's BrokerCheck.
Client Services Assistant
At IU Credit Union Investment Services, you will receive professional, personalized and complete investment services.
There is no cost or obligation when you meet with an investment representative. This "get acquainted" session allows you and IU Credit Union Investment Services to become more familiar with each other.
During your meeting, you will be assisted in identifying and prioritizing your goals and exploring various investment opportunities.
Give us a call or email us:
Please note: Your emails are only secure when sent through one of our Secure Email Systems. All emails containing sensitive information (i.e. account numbers, Social Security numbers, tax returns, W-2s, etc.) must be sent by following our Secure Email instructions. To access or learn more about one of our Secure Email Systems, click here.