Investment Planning Services

Investment Planning Services

MembersAlliance partners with an experienced team of investment advisor representatives from Klaas Financial to help you with your financial and estate planning by providing investment and insurance solutions.

As a credit union member you are eligible for a no-fee consultation with Klaas Financial to review your financial portfolio. You can visit their website, www.klaasfinancial.com, for more information or call 815.877.8440 to speak to a local advisor directly.


Klass Financial

Summary
  • Service from a trusted investment advisor representative
  • Customized financial guidance and support
  • Free consultation

More information can be obtained



*Securities are provided by Licensed individuals Offered Through Investacorp, Inc. A Registered Broker/Dealer Member FINRA, SIPC. Securities Products are not insured by the FDIC; are not deposits or other obligation of Members Alliance Credit Union and are not guaranteed by Members Alliance Credit Union; and are subject to investment risks, including possible loss of the Principal invested.

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