Retirement & Investments

Mutual funds and Money Markets. IRAs and annuities. When it comes to securing your financial future, there are a lot of options. A CoVantage Retirement & Investment Services advisor can help you create a plan that's right for you.

Get valuable advice from people you can count on.

The CoVantage Retirement & Investment Services program is offered throuh CUNA Brokerage Services, Inc.,* a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. 

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 will turn them into reality.

  • Appointments offered at no cost and with no obligation
  • Wide range of financial management resources
  • Information on insurance matters
  • Explanations of different types of Individual Retirement Accounts
  • Access to mutual funds, Money Markets and other investment vehicles
  • Research Financial Strategies, Insurance and Mutual Funds
  • Build up your personal finance knowledge in our Financial Resource Center
  • Easily access your account information

The CoVantage Financial Team

  • Financial consulting provided through CUNA Brokerage Services Inc., an affiliate of CUNA Mutual Group
  • CoVantage Retirement and Investment program coordinator Barb Carroll is available at our Antigo offices, Monday through Friday from 8:30 a.m. to 5 p.m.
  • Check the background of our investment professionals on FINRA's BrokerCheck

 

Daniel Jackson, Financial Advisor

Phone: 715-627-4336 or 800-398-2667, extension 2269 or 2288

Home Office: CoVantage Credit Union, 723 Sixth Ave., Antigo

Appointments: Available at additional locations and times, including evenings and Saturdays

 

 

 

Steve Bandy, Financial Advisor
Phone
: 715-344-2110 or 800-398-2667, extension 4720 or 2288

Home Office: CoVantage Credit Union, 1200 Badger Ave., Stevens Point

Appointments: Available at additional locations and times, including evenings and Saturdays

 

 

 

Krista Johnson, Financial Advisor

Phone: 715-369-3330 or 800-398-2667, extension 3305 or 2288

Home Office: CoVantage Credit Union, 905 Boyce Dr., Rhinelander

Appointments: Available at additional locations and times, including evenings and Saturdays

Next Steps