Wealth Management

We take a comprehensive approach to wealth management, including consultative services, financial planning, investment management, retirement planning, estate planning, and asset management planning.





A Wealth of Options

Your financial objectives are our priority. We'll guide you through the intricate process of clearly defining your goals and creating a strategy to achieve them, all with your risk tolerance in mind. With a wide selection of investment opportunities, you'll be confident about investing and saving for the future in every stage of life. The current investment climate is exciting and challenging, and we're eager to partner with you to pursue your goals.

 

Personalized Service that Helps You Grow

Your goals and journey are unique. Your financial plan should be, too. We'll create a personalized approach that makes your money work for you. Our team of experts will recommend proven strategies and products to help grow your assets and income while maintaining flexibility to adjust along the way as your life situations require. You’ll have access to a superior suite of investment opportunities spanning a wide range of asset classes and investment styles.

 

Individual Services

Choose from an array of options designed to help you with all of your investment and retirement savings goals, no matter what stage of life you’re in.

  • Financial Consulting
  • Portfolio Management
  • Retirement Planning & IRAs
  • Education Funding
  • Life Event Planning
  • Life Insurance
  • Rollover from Existing Plans

 

Business Services

We tailor our services to business owners who are balancing their personal investment and retirement savings goals with those of their employees.

  • 401(k)
  • Profits Sharing & Qualified Retirement Plans
  • Key Person Insurance
  • Executive Benefit Plan
meet the team

Working with you to pursue your goals

 

Our team of skilled professionals are:

  • Committed to understanding your needs and expectations
  • Driven to provide objective and comprehensive solutions
  • Dedicated to building reliable, lasting relationships
  • Focused on prioritizing your best interests
Are you ready to get started? 
Our team is ready to meet with you to discuss your goals and make a plan.
 
 
 
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MAX Credit Union Wealth Advisor Jordan Halloran.
Jordan Halloran
Wealth Advisor
jhalloran@myMAX.com
334.215.4977
MAX Credit Union Wealth Advisor Sandra Downing.

Sandra Downing
Wealth Advisor
sdowning@myMAX.com
334.215.4980

MAX Credit Union Wealth Advisor J. Tyler Bared.

J. Tyler Bared
Wealth Advisor
tbared@myMAX.com
334.321.2373

Catherine Tew
Wealth Coordinator
ctew@myMAX.com
334.215.4962













Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. MAX Credit Union and MAX Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MAX Wealth Management and may also be employees of MAX Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MAX Credit Union or MAX Wealth Management. Securities and insurance offered through LPL or its affiliates are:

 

Not insured by NCUA or any other government agency. | Not credit union guaranteed. | Not credit union deposits or obligations. | May lose value.

 

 










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