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Financial Planning

Solid financial advice to help get you to the next level.





Develop a road map for your money.

Create a plan that helps you achieve financial goals and reduce stress.
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IRAs

  • Investment account that belongs to you.
  • Can consist of stocks, mutual funds, bonds, and more.
  • Traditional & Roth available.
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Life Insurance

  • 5-year to whole time terms available.
  • Prepares for the unexpected.
  • Protects your loved ones. 
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Retirement Services

  • Map out how & when you can retire.
  • Develop a holistic financial plan.
  • Professional advice to navigate this journey.
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Mutual Funds

  • Pool money into a diverse managed portfolio.
  • Experienced manager decides best time to buy & sell investments.
  • Both aggressive & conservative.
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Stocks + Bonds

  • Conservative to ultra aggressive investments.
  • Invest in up & coming businesses.
  • Receive fixed rate of return. 
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Managed Accounts

  • Personalized accounts to match your portfolio's needs.
  • For both conservative & assertive investors.
  • Professionally managed.






Financial Advisor

Meet with our financial advisor1 

Geno P. Maino

Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience, and time horizon is an honor and my highest priority. Working together, we will create a customized plan to help achieve three key financial goals:

  • Wealth accumulation during your working years.
  • Security and independence in your retirement.
  • The transfer of assets in the most advantageous manner.


*Appointments available in our Baraga Ave + Wells Offices. 







































Financial Calculators

You + Financial Planning = Success

Visualize your finances in one of our calculators.



























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1. For further information about CUNA Brokerage Services, Inc. please see our disclosure page

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.