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financial planning

Just like a garden, the right care and attention to your financial plan can grow your dreams to new heights.

Servus Credit Union’s knowledgeable staff has the expertise you need to help you tend to your financial well-being, today and tomorrow. With the right mix of investments, insurance and estate planning, we’ll help your financial future flourish.

To serve you best, Servus Credit Union employs Certified Financial Planners. Through a detailed review of your goals, your lifestyle and your financial dreams they can help you reach your true potential.

These pages provide a good overview of the financial planning process. For more information please contact Servus Credit Union at 780.496.2000 or toll free 1.877.496.2151.

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