WI members with a mortgage escrow: property tax distributions to your municipality will take place in Dec. Members who receive funds will see a deposit around Dec. 23. Contact Mortgage Servicing at 800-398-2667, ext. 1131 with questions.
Where do you see yourself in 5, 10, or even 20 years? Does your financial plan align with those goals? The experienced professionals at CoVantage Retirement & Investment Services, will take the time to learn about your hopes and dreams, and then work with you on a plan that aims to turn them into reality.
Access your current LPL Financial account today!
Check the background of our investment professionals on FINRA's BrokerCheck
Serving the Antigo, Shawano, and Elcho locations
800-398-2667, ext. 2269
Serving the Stevens Point, Wausau, Weston, Rib Mountain, and Rothschild locations
800-398-2667, ext. 4720
Serving the Neenah, Menasha, Appleton, Suamico, and Menominee locations
800-398-2667, ext. 2372
Serving the Antigo location
800-398-2667, ext. 2260
Supporting Financial Advisors from the Antigo location
800-398-2667, ext. 1811
Join an upcoming workshop from the comfort of your home or office, discussing various topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.
Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:
Space is limited, so make your reservations today. Contact a CoVantage Retirement & Investment advisor with any questions about the virtual workshops.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk and may lose value.
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.
CoVantage Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay CoVantage Credit Union for these referrals. This creates an incentive for CoVantage Credit Union to make these referrals, resulting in a conflict of interest. CoVantage Credit Union is not a current client of LPL for brokerage or advisory services.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. CoVantage Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Retirement & Investment Services and may also be employees of CoVantage. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CoVantage or Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LFL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
CoVantage Credit Union is not responsible for accuracy, security, content, or services offered by other websites; we encourage you to view privacy & security disclosures of all websites you visit as they may be different than those of CoVantage Credit Union.