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Investment Planning Services

UECU has partnered with Educators Financial Services, Inc., to offer Certified Financial Planners to assist members with planning for a secure financial future. Options include:

  • 403(b)/ TSA/403(b)7
  • 403(b) Match Plans
  • Asset Management and Fee-Based Planning
  • State Pension Projections & Planning
  • Mutual Funds
  • College Funding
  • Tax-Deferred Annuities
  • Life Insurance Options

UECU members may receive a detailed retirement/investment analysis without cost or obligation. The certified financial planners offer personal consultation at your convenience - school, home, office, or at the credit union.

Josh Decker, CFP®, Apple Valley
David Wolfe, Coon Rapids and Woodbury
Dean Ingvalson, CFP®, Eden Prairie

Educators Financial Services, Inc. has financial advisors statewide. For members living outside the Twin Cities area call 763-689-9023, 877-403-2374 or visist www.tsainvest.com Third Party Website, click on "Find an Investment Advisor" to be referred to a representative in your area.

Educators Financial Services, Inc. is a Registered Investment Advisor located at 440 Emerson Street North, Suite 2, Cambridge, MN 55008.

Securities offered through EFS Advisors. Member FINRA and SIPC.
440 Emerson Street N, Suite 4, Cambridge MN 55008 877-403-2374
EFS is not affiliated with United Educators Credit Union.

Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.

Member Resources

Personal Finance Financial Calculators Member Benefits
Routing # 296076084 • Toll-Free 800-229-2848