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Whether you’re looking for overall financial guidance, for assistance with a specific financial goal, or just a second opinion, MECU Investment Advisors is here to help. Our advisors work with members like you to provide personalized solutions to meet your needs. There is no cost or obligation to meet with an Investment Advisor Representative. Services include: • Retirement planning • 401k and pension plan rollovers • Wealth management • Education funding • Insurance • Investment services • IRA Services	Recommended Resources
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	How is MECU Investment Advisors different from other brokerage firms or financial institutions? How do I contact MECU Investment Advisors to make an appointment?				Help me determine my net worth today and in the next 10 years. Help me determine how my investment portfolio should be allocated among alternative investment options.

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. CBSI is a registered broker dealer in all fifty states of the United States of America. FR061009-228E