The personal attention your goals deserve.
Whether you’re just starting to plan for tomorrow’s major milestones, or if it’s time to make sure you’re on track, count on the experienced investment professionals at Mill City CU for the individualized guidance you need.
Each of our investment professionals brings decades of experience to work for you. They’ll conduct a thorough analysis based on your needs, then offer sound financial recommendations to help you reach your short-term and long-term goals.
Professional advisors can help with these goals and more:
- College planning
- Estate planning
- Asset allocation
- Insurance planning
- Retirement planning
- Tax planning
- Long-term care and disability
- Life insurance
Your individual investment solution may include:
- Mutual funds, bonds, common stock
- Roth, SEP, simple/traditional IRAs
- Coverdell Education Savings Accounts and 529 Plans
- Brokerage accounts
- Variable annuities
Request for more information
Trade orders can not be accepted utilizing the email system.