Financial security is within reach. We can help you get there.

Let's look into your future. Where do you want to be 5, 15, or even 25 years from now? In a new home? At your child's college graduation? Or enjoying retirement? At MECU, our partner financial advisers can craft a personalized plan to make your financial goals a reality.
Free financial planning sessions for members
Independent advisors won't try to sell you anything
Get help with retirement planning and your 401(k)

It's important that you work with someone that you trust

Maybe you're a seasoned investor. Or maybe you're someone who has never had anything more than a savings account. Either way, you can benefit from the wisdom of our partners at CUNA Brokerage Services. They're experts in offering the kind of full-service investment advice that you can count on.

  • Money management
  • Investment portfolios
  • Insurance coverage
  • Estate planning
  • Education funding
  • Business planning

Education Savings

A college education can open many doors. But tuition and fees make that an expensive goal. The good news is that it becomes a lot more affordable if you start saving years ahead of time. A MECU Education Savings Account can put you on the right track.

  • Contribute up to $2,000 a year
  • Savings can pay for tuition, fees, books, supplies, equipment and, in some cases, room and board and computers
  • Enjoy potential tax advantages
  • Funds can be used for private grade school and high school costs as well
  • Track your saving progress with MECU's Online Banking
Disclosures

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.