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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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  • 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.

Get more out of membership.

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Savings Accounts

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.