Lake Michigan Investments Services is changing its name. To better reflect the breadth and depth of our extensive financial products and services, Lake Michigan Investment Services is becoming MaxWealth Management located at Lake Michigan Credit Union.
Why? Investments are just a part of our story. Our holistic approach to financial management focuses on helping you to maximize your wealth and prosperity, regardless of your station or position in life. Effective wealth management isn’t a product. It’s a process.
We will continue to partner exclusively with LPL Financial for investment products, research, market analysis and portfolio management. Our financial representatives use LPL’s tools to create an individualized plan, based on your unique goals, objectives and situation.
- Wealth-building and tax strategies
- Financial and retirement planning
- 401(K) rollover services
- Portfolio creation & reviews
- Education planning
- Retirement income planning and management
LMIS officially became MaxWealth Management located at Lake Michigan Credit Union on June 11, 2018. You’ll see this change reflected in our website, signage and all client communications.
Contact us today at (616) 234-6358 or visit LMCU.org/Investments to schedule a free, no-obligation portfolio review!