iphone-app play-app windows-app
 

Investments & Insurance

The key to your financial wellbeing is ensuring that your entire picture remains in focus. Wings Financial Advisors serve members’ complete financial needs with straightforward professional advice, provided through the credit union you already know and trust.

Focused on your needs - As a service of your credit union, Wings Financial Advisors are first and foremost committed to helping members succeed. Your Financial Advisor will take the time to get to know you and your objectives, then will tailor a plan to your specific goals.

 

Financial Advisors

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? A Representative of Wings Financial Advisors serving Wings Financial Credit Union is available to learn about your goals and work with you on your plan. Together, you’ll create a future that will make those financial plans a reality.

MORE ABOUT FINANCIAL ADVISORS
 

Retirement & Saving for College

Giving your children the best opportunities in life is top of mind for most parents. That means you can never start too early on a serious college savings strategy. But that's just one future financial goal. Living the retirement of your dreams means making your money last. Yet outliving our money is a worry we all have. What’s the secret to securing your financial future? Start a goal-oriented savings plan today – and stick with it.

MORE ABOUT RETIREMENT
 

Investments

Whether you're looking to invest in tax favored retirement IRA's, diversified Mutual Funds, Annuities, Stocks & Bonds, or just want the ease of professionally Managed Accounts, Wings Financial Advisors are here to help you discover the Investment strategies that fit your financial situation, goals and objectives, as well as your risk and growth potential.

MORE ABOUT INVESTMENTS
 

Annuities

Annuities are contracts with an insurance company that can help protect you against the risk of outliving your assets. Annuities provide future income in return for your contributions.

MORE ABOUT ANNUITIES
 

Insurance

Wings Financial Credit Union now offers a variety of Insurance options through Wings Financial Advisors to protect what you love. From protecting your family with Life and Long Term Care Insurance, to defending against disasters with Auto and Home Insurance and more, Wings Financial Advisors are here to help you along the way.

MORE ABOUT INSURANCE
 

Workshops

To help further members' financial education, Wings provides no-cost, no-obligation financial workshops.

MORE ABOUT WORKSHOPS
 

Additional Links


Learn More
Contact an AdvisorWorkshops

Wings Financial Advisors, LLC, a wholly owned subsidiary of Wings Financial Credit Union, exists to provide members with investment services, financial planning, insurance options and other services not traditionally offered by credit union. Representatives are registered through, securities are sold, and investments advisory services offered through, CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. 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.