Associated Healthcare Credit Union is proud to announce the availability of investment services through CPR Wealth Advisors.
We have partnered with CPR Wealth Advisors, a company with over 25 years of experience in working with financial institutions like ours and with an experienced team of financial professionals. Members can choose from a wide variety of investment products including: mutual funds, annuities, and other insurance products.
Courtney Doerfler will be the local representative located at Associated Healthcare Credit Union. Courtney will be available by appointment at any of our locations. Please feel free to give her a call at 651-735-5400 to schedule an appointment. She would love the opportunity to meet with you to discuss your financial goals and talk about how CPR Wealth Advisors may be able to help your family.
Services offered by CPR Wealth Advisors:
- Retirement Planning
- Estate Planning
- Mutual Funds
- 401(k) & 403(b) Rollovers
- Life Insurance
- Long-term Care Insurance
Investment Centers of America, Inc. (ICA) member FINRA, SIPC and a Registered Investment Advisor, is not affiliated with Associated Healthcare Credit Union or CPR Wealth Advisors. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are not insured by NCUA or any other federal government agency, not a deposit or other obligation of, or guaranteed by any credit union or their affiliates, subject to risks including possible loss of principal amount invested.