Financial Planning Services
Through our partnership with EFS, we offer financial consulting services to assist members with planning for a secure financial future.
- 403(b) Retirement and Match Plan Guidance
- State Pension Projections & Planning
- Professional Investment Allocation & Management
- College Funding
- Tax-Deferred Annuities
- Health Care Planning, including Life and Long-term Care Solutions
UECU members may receive a detailed retirement/investment analysis without cost or obligation. The representatives of EFS Advisors offer personal consultation at your convenience — whether that's at school, home, the office, or the credit union.
Josh Decker, CFP®, Apple Valley
David Wolfe, Coon Rapids and Woodbury
Dean Ingvalson, CFP®, Minnetonka
EFS Advisors has financial advisors statewide. For members living outside the Twin Cities area call 763-689-9023, 877-403-2374 or visit www.efsadvisors.com, click on "Find an Investment Advisor" to be referred to a representative in your area.
Securities offered through Advanced Advisor Group, Member FINRA & SIPC. Investment Advisory Services offered through Educators Financial Services, a Registered Investment Advisor.
440 Emerson St N Ste 4, Cambridge MN 55008 (877) 403-2374.
Advanced Advisor Group and Educators Financial Services are affiliates under common control D/B/A EFS Advisors and are 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.