- Retirement Planning
- 401(k)/Pension Rollovers
- Investment Planning
- Life Insurance
- Long Term Care
- College Planning
- Estate Conservation
- Trust Services
When meeting with ALEC Investment Advisors, all appointments are no-cost or obligation*. Christine and Richard take an objective look at your individual financial situation and build a customized plan to help meet your needs.
Stacey Thermos, ALEC Sales Assistant, manages the day-to-day operations of the program, including helping to schedule all member appointments and assisting with registration for all seminars and webinars.
If you have any questions about the program or would like to schedule an no-cost, no-obligation appointment, please contact Stacey at 847.249.9444 or click here.
To check the background on these investment professionals, please visit the FINRA's BrokerCheckwebsite.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1489033.1-0516-0618
*Investment product purchases will involve costs.