Personal Financial Services
|Investment and brokerage services through Wildfire Financial Group|
We have representatives on staff during normal credit union hours, and by appointment, to take care of your investment and brokerage needs. Peter Schmidt and Kevin Shanks are licensed representatives, who would be happy to meet or talk with you about your needs in investment, retirement, college savings, life insurance and other plans. Peter and Kevin are employees of CUNA Mutual and here to serve the special financial needs of members of Wildfire. Give them a call at (989) 249-8220 or 1-800-227-2328 extension 8220.
All guarantees are based on the claims-paying ability of the issuer. Insurance products are issued by CUNA Mutual Insurance Society. Representatives ar registered, securities are sold and investment advisory services offered through CUNA brokerage Services, Inc. (CBSI), Member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll free (866) 512-6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of our guaranteed by the financial institution. CBSI is under contract with the financial institution through the financial services program, to make securities available to members.
Wildfire Credit Union has budget counselors who meet with members by appointment, on a one-to-one basis, to evaluate the member's current financial situation and to improve budgeting skills. This service is offered free, and many of our members have already found it very helpful to meet with a counselor, discovering that with a monthly budgeting plan it's not only easier to make ends meet, but there's even a way to start saving!
Call us at (989) 249-8200 or 1-800-227-2328 for an appointment today.
Now available, an affordable Family Legal Access Plan
People often ignore legal problems and "hope they go away." As a member of the Family Legal Access Plan you can prevent legal problems and have easy access to attorneys to protect your family. A nationwide network of thousands of attorneys have contracted with Legal Access Plans to provide numerous free and discounted legal assistance to members. Benefits of the Family Legal Access Plan include:
- A free simple Will and free annual updates
- Free consultation for all new legal matters in person, or over the phone
- Online legal library
- Free phone calls made and letters written on your behalf
- Advice on representing yourself in small claims court
- Free legal document review (three per year up to 6 pages each)
- Discounted hourly rates for extended services
These benefits are available to you at a monthly cost of only $8.95. For complete plan benefit and enrollment information, call 1-800-562-2929 or visit the Legal Access Plan Website