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Investment Services
Retiring or changing jobs? Wondering what to do with your 401(k)? Need to consolidate your IRAs? Want to start a college savings program?
Glacier Hills Credit Union has chosen Annex Wealth Management, LLC, an independent, locally-owned firm based in Brookfield, Wisconsin, to provide you with non-deposit financial guidance and additional opportunities, As a member, you can meet one-on-one with an Investment Executive.
Our personal Investment Executive, Chris Johansson, is an experienced, knowledgeable professional with a full array of services designed to benefit you, regardless of your stage in life. He will help you identify and prioritize your goals, review your current financial situation, suggest improvements, and answer any questions you may have. Once you decide to work with Chris, he will help you make any necessary changes and will track the progress of your program on an ongoing basis.
Chris is in the Glacier Hills West Bend Main office on Mondays and the Hartford office on Thursdays. Please call 262-338-1888 to schedule an appointment.
Areas Chris can assist you with include:
- Retirement Services
- Roth IRAs and IRA Consolidation
- 401(k) Rollovers
- Tax Advantaged Strategies
- Asset Allocation Analysis
- Mutual Funds
- Life Insurance / Annuities
- Long Term Care Insurance
- Disability Coverage
Securities offered through H. Beck, Inc., Member FINRA & SIPC. Securities, insurance and annuities are not insured by the NCUA, FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by the credit union or its affiliates, and are subject to risks, including the possible loss of principle amount invested.
H. Beck, Annex
Wealth Management and Glacier Hills Credit Union are unrelated companies.
Neither H. Beck, Annex Wealth Management or Glacier Hills Credit Union, nor its representatives, are qualified to give tax or legal advice.
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