That’s where IH Mississippi Valley Credit Union Investment Services steps in. From building wealth outside your income to financing retirement or education and beyond, we’re with you every step of the way. Whether you’re looking for comprehensive financial guidance, a plan to achieve a specific goal or just some sound advice, we’re here to help.
IH Mississippi Valley Credit Union Investment Services can help you with a range of products and services:
Our financial team is uniquely qualified to provide you with exceptionally sound financial advice and help improve your financial well-being.
Bob has been helping clients with financial planning for more than 20 years, and a CFP® professional for more than 10. He currently specializes in personalizing wealth accumulation strategies, Individual Retirement Accounts (IRAs) and retirement plan rollovers.
Education: B.A., Loras College
Contact Bob today!
Before working in investment services, Liz worked in the insurance industry for seven years. She started working at IH Mississippi Valley Credit Union Investment Services in 2013, and has obtained her Series 6 and 63 financial licenses, as well as her Ascensus Retirement Income Specialist designation.
Education: B.A, Western Illinois University
Contact Liz today!
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