Investment & Retirement Planning
In order to best serve the needs of our members, Community Choice Credit Union will now offer the most personalized & comprehensive investment, retirement and insurance services available in central Iowa, via First Heartland Financial .
We believe this relationship will offer our members the highest level of dedicated financial planning services, advisor stability and on-site availability. Advisors will maintain office hours in select CCCU branches and will also offer the opportunity to consult at the member’s location of choice.
Financial planning services offered through Community Choice Credit Union include:
- Investment & Retirement Strategies
- Mutual Fund Portfolio Management
- Life Insurance
- Long Term Care Strategies
- Estate Conversion Strategies
- Disability Insurance
- Fixed Annuities
- Medicare Supplements
Community Choice Credit Union proudly serve those who live and work in central Iowa, offering the finest “unbanking” products & services to our members since 1953. Clive based First Heartland Financial is a premier individual financial services firm with 13+ years of client satisfaction and proven success. Their focus on strong relationship building and individualized financial guidance reflect the core values of Community Choice Credit Union.
For more information visit the First Heartland Financial website.
Products offered through our relationship with First Heartland Financial Group, Inc. are not federally insured, not obligations of Community Choice Credit Union and are not guaranteed by the credit union.