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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 Jessica Leverenz, Investment Advisor Representative at 734.266.8120

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. Cetera is under separate ownership from any other named entity. 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.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information, please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com 

www.sipc.org
www.finra.org

www.ceteraadvisors.com/importantdisclosures

www.ceteraadvisors.com/businesscontinuity

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