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Financial Education, Financial Resources, News

Certified Financial Planner™ Now Available at SIU Credit Union

Jeff Rose
Jeff Rose, Certified Financial Planner™ for SIU Credit Union

SIU Credit Union members now have access to a Certified Financial Planner™ to help them navigate their financial future with the creation of SIU CU Investment Services department.

Jeff Rose, a Certified Financial Planner™ with Alliance Planning Investment Group in Carbondale, will offer financial planning and investment services to credit union members. He will hold office hours on Tuesday from 9 a.m. to 1 p.m. or by appointment at the SIU Credit Union Giant City Road location.

“We are thrilled to be working with someone of Jeff’s caliber,” said Dennis Schaefer, President and CEO of SIU Credit Union. “By adding this service, our members will have access to one of only a handful of Certified Financial Planners™ in Southern Illinois. We are continuously looking for ways to improve the financial lives of our members and we believe adding a financial planner achieves that.

Rose can help members create a financial road map to retirement.

 “I’m very excited about the opportunity,” Rose said. “Now more than ever, people need to be prepared for their financial future.”

 Rose will assist members with investment choices, stocks and bond purchases and help with retirement planning. Rose can also help with asset management, college savings plans, life insurance and small business retirement plans.

 To schedule an appointment with Rose, call 618-549-8632 or e-mail him at jeff.rose@siucu.org For more information on Jeff Rose, visit http://www.allianceinvestmentplanning.com/meet-our-team/jeff-rose.html, http://www.goodfinancialcents.com/.

 SIU Credit Union is a not-for-profit financial institution. With over 25,000 members and thousands of free ATM locations worldwide, SIU Credit Union is the largest credit union in Southern Illinois. Membership is open to anyone living or working in 11 Southern Illinois counties. For more information, or to find a location, visit www.siucu.org.

 Securities and life insurance offered through LPL Financial, Member FINRA/SIPC The LPL Financial registered representative associated with this site only discuss and/or transact securities business with residents of the following states: AZ,CA,CO,IL,IN,FL,KY,MO,NJ,NM,NV,PA,WA,WI,WV,VA.



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