Financial Planning

It’s your future. Plan for it.

When it comes to financial and retirement planning, it is important to hire people you can trust.  WCCU has teamed up with truSTAGE™ (offered through CUNA Mutual Group) to offer you a variety of planning options. For more information, click the “What is TruStage” button.

You may call CUNA Mutual Group at 1 (855) 612-7909 if you currently have truSTAGE™ products and need to make a change, MEMBERS is now truSTAGE™. Call CUNA Brokerage at 1 (800) 369-2862 for brokerage services.

Notice to members: The products offered on this page (1) are not federally insured; (2) are not obligations of Weld Community Credit Union; (3) are not guaranteed by Weld Community Credit Union or any affiliated entity; and (4) may involve investment risks, including the possible loss of principal.