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Financial Planning & Investment Services

Investments are available to you from Community Alliance Credit Union

Dan and Jessica are Investment Advisor Representatives they have one purpose in mind – to help our members pursue their financial goals. Dan and Jessica will help you implement a plan that best fits your needs, and are available to review your current situation to be sure you’re on the right track. They can assist you with investing for special circumstances, such as:

  • Retirement planning
  • College financing
  • 401(k) rollover
  • Annuities
  • Mutual funds
  • Estate distribution

 

 

 

For a no-cost, no obligation appointment, call Dan or Jessica directly at 734.266.8120.  You may also email Dan at dan.lis@ceteraadvisors.com If you have any questions, call the Credit Union at 800.287.0046.

Cetera Advisors LLC is not affiliated with Community Alliance Credit Union.

*Securities and Investment Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC. Check the background of this investment professional on FINRA’s BrokerCheck.

Investments are: *Not FDIC/NCUSIF insured * May lose Value * Not financial institution guaranteed * Not a deposit * Not insured by any federal or government agency. Cetera is under separate ownership from any other named entity.

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