Wendy Will Provide Members Assistance with Retirement Planning, and Wealth Management Solutions
Serving WI and MN SCCU locations – Wendy Otterness has joined Superior Choice Credit Union as a financial advisor, exclusively serving the credit union’s membership through the SCCU Retirement & Financial Advisors Program. Wendy, a financial advisor with over 15 years of experience in the financial industry, is now available to meet with individuals to evaluate their financial situation, offer recommendations and coordinate their investment and insurance choices.
“Our goal is to be a life-long, trusted partner for our members,” explains Gary Elliott, President/CEO. “Wendy shares these goals, along with the credit union values of trust, safety and service every member of the Superior Choice Credit Union team strives to achieve. I’m confident Wendy will provide our members with the information and support to meet their financial planning needs.”
“I look forward to serving the retirement planning and wealth management needs of Superior Choice’s membership,” says Wendy. “I can help members identify their major financial objectives or recommend solutions to help them achieve financial security–even provide an objective second opinion on their financial situation.”
Products and services provided by the financial advisory program include; Retirement Planning, Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers, Life Insurance, Long-Term Care Insurance, as well as various other offerings designed around the needs of the credit union’s members.
The program works in cooperation with Superior Choice Credit Union and complements the wide range of products and services the credit union makes available to its members
For more information, contact Wendy at (715) 398-8917 or [email protected] today for a no-cost, no-obligation appointment.
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, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. No deposit 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.