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Online Banking

Wealth Management

Investments

Financial Planning & Investment Services

Investments are available to you from Community Alliance Credit Union

Your financial well-being is a priority at Community Alliance Credit Union.  We have partnered with LMR Advisors, LLC a financial services firm located in Livonia. 

Are you worried you will not have the same lifestyle in retirement you have become accustomed to having?  Maybe you are concerned about leaving a financial legacy to your family or even losing key employees because you are not providing the right employee benefits.  Regardless of your situation, LMR Advisors, LLC can assist you.

  • Retirement Planning
  • College Financing
  • Trust and Estate Planning
  • 401(k) Rollover
  • Wealth Management
  • Life Insurance
  • Business Retirement Plans
  • Annuities

 

 

The benefit of offering these services enables us to provide financial professionals you can count on.  For a no-cost, no-obligation appointment, contact Pamela Preczewski, C.P.A., an Investment Advisor with LMR Advisors, LLC.  She can be reached at 734.266.8120 ext 117 or simply contact 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, a broker/dealer and a Registered Investment Advisor.  33300 Five Mile Rd., Suite 200, Livonia, MI  48154.

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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