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Work With Someone You Trust

Helping you plan for life, our experienced professionals listen to your needs and then help you make the right financial decisions for you and your family. This means taking you from where you are now through retirement. We specialize in answering questions about retirement, 401(k), pensions and other types of retirement plans. Whatever your need, large or small, the MECU Investment Advisors program is here to help you with a variety of insurance and investment needs. You can count on us to do what's right for you. Please contact a MECU Investment Advisors Representative serving MECU members for more information and to talk to someone you can trust.

Mitchell Klinsky
Financial Advisor
(847) 538-4491
1205 E Algonquin Rd
Schaumburg, IL 60196

Alan R Bach
Vice President - Wealth Management
(954) 745-2317
City County CU Ft Lauder
Margate, FL 33063

Stewart P Conover
Registered Representative
(716) 434-2290 ext. 3049
Cornerstone Comm FCU
Lockport, NY 14094

Larry M Wajsman, CFP®
Financial Advisor
(770) 326-7315
Associated CU
Norcross, GA 30092-3107

Michael J Chatterton
Financial Advisor
(847) 576-5191
1205 E Algonquin Rd
Schaumburg, IL 60196

Resource Center Money Management Insurance & Investments Brokerage Center Education Center

The CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A MECU Investment Advisors, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the credit union.

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