Financial Planning
Deposit/Investments
Investment/Financial Services
Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entity Member FINRA & SIPC. Noncredit union products and securities are not insured by the FDIC/NCUA or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by Winnebago Community Credit Union or FMS Financial Services located at Winnebago Community Credit Union.  Investments are subject to investment risk, including possible loss of principal amount invested.
 
Investment Workshop

Investment and Insurance Center of Winnebago Community Credit Union

Sitting down with an investment specialist here at Winnebago Community Credit Union will help you assess your goals, time frame, and asset allocation allowing you to fine-tune your strategy, keep your risk within acceptable levels, and make sure you're on track.

Our skilled professionals can help you identify investments that not only achieve the greatest absolute return over the years, but also subject you to the lowest overall taxes along the way. A truly knowledgeable advisor will also help you stay abreast of developments in the financial marketplace as innovative new products and services become available.

A Team You Can Trust

FMS Investment Team                        
            John Stretz, Brent Browning, John McInnes and Kurt Powers

We have over 10,000 mutual funds at our fingertips and over 30 insurance companies at our disposal. 


Here are just a few of the products and services we provide to our members and the general public. 
    Investment Services:

  • 529 College Plans
  • 401K Rollovers
  • IRA’s
  • Roth IRA’s
  • Annuities
  • Individual Stocks
  • Bonds
  • Mutual Funds
  • Retirement Income Accounts
  • Estate Planning
  • Family Budgeting

   Insurance Services:

  • Annuities
  • Individual, Family and Group  Major Medical
  • Medicare Supplement Planning
  • Long and Short Term Care
  • Dental/ Vision 
  • Accident  
  • Life Insurance
  • Short Term Major Medical
 Service & Commitment
The service doesn’t end when you select your investments. We will monitor the performance of your investments, and will be available to meet with you should you have any questions or if your investment needs change. Our commitment to customer service sets us apart from the competition.
 

This communication is intended for individuals residing in the state of Wisconsin. The contents of this website do not constitute a solicitation to purchase or sell securities in other states. No offers may be made or accepted from any resident outside the specific states referenced.

Regulated by FINRA

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