Investment Services

Investment Services

Need help building your investment portfolio?

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:

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    Retirement planning

    • 401(k) rollovers
    • IRA/SEP IRA
    • Roth IRA
    • IRA transfers
    • Education IRA
    • Tax-deferred options
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    Insurance planning

    • Term life insurance
    • Cash value insurance
    • Long-term care insurance
    • Disability insurance
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    Annuities

    • Variable annuities
    • Index annuities
    • Fixed annuities
    • Immediate annuities
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    Fixed Income

    • Corporate bonds
    • Government bonds
    • CDs
    • Index CDs
    • Unit investment trusts (UIT)
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    General Investments

    • Trust accounts
    • Tax-free options
    • Tax-efficient options
    • Children’s accounts
    • Portfolio allocations
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    Mutual Funds

    • Tax-free bond funds
    • Tax-efficient funds
    • Growth funds
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    Equities

    • Common and preferred stocks
    • Real estate investment trusts (REIT)
    • Exchange traded funds (ETF)
    • Unit investment trusts (UIT)

TALK TO OUR INVESTMENT TEAM TODAY

Our financial team is uniquely qualified to provide you with exceptionally sound financial advice and help improve your financial well-being.

Bob Blaze, CFP®
Financial Advisor

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!

(309) 793-6200 ext. 80195
bblaze@ihmvcu.org

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Liz Eshelman
Investment Sales Associate

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!

(309) 793-6200 ext. 80750
eeshelman@ihmvcu.org

Our advisors are securities licensed in IA, IL, and WI.
Securities offered through Broker Dealer Financial Services Corp., Member FINRA (www.FINRA.org) & SIPC (www.SIPC.org). Securities are not are not federally-insured; are not obligations of the credit union; are not guaranteed by the credit union; involve investment risk, the value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible; may be offered by a dual employee who may accept deposits on behalf of the credit union and may sell non-deposit investment products on behalf of a third-party securities broker-dealer.

© Copyright 2017. IH Mississippi Valley Credit Union. All rights reserved. Federally Insured by NCUA | Equal Housing Opportunity | NMLS #463074

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