Skip Navigation Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view,download Adobe® Acrobat Reader.

ALEC Investment Advisors

401(k), ALEC Investment Advisors

Making smart decisions now can make a big difference in your future. 

That's where our financial advisors can help.

Investing money is a proven way of building personal wealth over time. ALEC Investment Advisors offers you an extensive collection of investment and insurance products designed to help you plan and prepare for a more secure financial future. 

Whether you’re just getting started or seeking to protect your accumulated nest egg, ALEC Investment Advisors offers experience and insight to help you meet your individual financial objectives — encompassing everything from your retirement and long term health needs, to paying for college and passing along your wealth. 

ALEC Investment Advisors products and services include:

  • Retirement planning 
  • 401(k) and pension rollovers 
  • Annuities 
  • Life insurance 
  • Long term care 
  • College funding 
  • Advisory services 
  • Estate conservation
  • Trust services 
  • Mutual funds 
  • Managed accounts

When it comes to the financial security of you and your family, it’s never too early to plan for the future. You can trust our knowledgeable and dedicated team of investment professionals to help you every step of the way — beginning today. 

To schedule a no-cost, no-obligation appointment with ALEC Investment Advisors, please click here, or call 847.249.9444 or toll-free at 800.762.9988, ext. 444. 

Check the background of this investment professional on FINRA's BrokerCheck.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A ALEC Investment Advisors. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. FR-1809797.1-0517-0619