It’s all about having a plan
Wealth Management is often thought of as a service for people who are wealthy. It's actually for people who have a little extra money, a desire to do right by their families and some definite ideas about the future. Our experienced advisors will take plenty of time to understand where you are now financially and where you want to be. Then, together you'll work on how to get there.
Work With People You Can Trust
Blackhawk Community Credit Union partners with LPL Financial to provide our members with exceptional retirement planning and investment services, including:
- Investment portfolio analysis
- Annual portfolio review
- Information about mutual funds and annuities
- Reducing tax liabilities
- Discussion of insurance needs
Meet Your Wealth Management Team
A registered advisor will be happy to meet with you anywhere, including a convenient Blackhawk branch. To make an appointment or get in touch with a Wealth Management advisor, please call Josh at 608.314.1112 or Cathy at 608.314.1516.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blackhawk Community Credit Union and Blackhawk Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Blackhawk Wealth Management Services, and may also be employees of Blackhawk Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Blackhawk Community Credit Union or Blackhawk Wealth Management Services. Securities and insurance offered through LPL or its affiliates are: