Investment Services

Are you looking for short term investments, or are you looking for something more long term? Do you want to talk to someone about the most viable insurance options for you and your family? Mike Stringham, our JCU Investment Services Representative, has the tools and the experience to help you make the best financial decisions.

At Jordan Credit Union, we have worked hard to provide a qualified financial advisor committed to helping you pursue your financial goals. That is why we are pleased to have an alliance with Cetera Advisor Networks, a full-service securities brokerage firm. Additionally we are excited to introduce you to Mike Stringham, our Cetera Registered Representative. Mike focuses on helping all of his clients gain a basic understanding of their financial options and how to set and obtain sound financial goals. His experience with mortgages, credit cards and credit ratings and other financial segments have contributed to effectively help his clients in each of their unique circumstances. Mike has worked directly with retirement and income planning professionals for the last 4 years to help build the most fitting financial plans for his clients both young and old.

Email or Call Mike Stringham at (801) 565-1352 to schedule an appointment.


Services Offered

FINANCIAL PLANNINGRETIREMENT INVESTMENTINSURANCE
Charitable
Plans
College Plans
Estate Plans
Tax Plans
Retirement Plans
IRA Rollovers
401K
Enough to Retire
Inflation
Asset Allocation
Bonds
How to Invest
Mutual Funds
Where to Invest
Disability
Health
Liability
Life Long Term Care
Medicare
Supplement

Mike Stringham is a registered representative offering securities and investment advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Registered address: 9250 S Redwood Rd, West Jordan, UT 84088. Investments are not deposits; Not NCUSIF insured; Not insured by any Federal Government Agency. No credit union guarantee. May lose value.

Supervisory Office:
Sharon Weinle, 1265 E Fort Union Blvd, #115, Cottonwood Heights, UT 84047 801-255-7019 (fax) 801-255-7034 email: Sharon@peakfns.com