Wealth and Insurance Services
Whether you're just starting out, or if you've been investing for years, we are here to help.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
wm@interracu.com - 574.975.3222
Interra Investment planning is available through LPL Financial* offering complete wealth and retirement planning services that are personalized for you.
Life swings in many directions. To make sure you are prepared for the unexpected, Interra Investments offers access to life and disability insurance. In addition, you can take advantage of a life insurance policy review.
The costs associated with the unknown variables of long-term care continue to rise. The wealth advisors at Interra Investments will help you understand the options available and develop a strategy to help you protect your assets.
As a business or agribusiness owner, your greatest asset is the business or land that you have grown and developed. To maintain and even potentially help you grow your assets, the Interra Investments team will work with you, offering individualized options to meet your needs, now and in the future.
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Interra Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL"") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for further information. LPL Financial Form CRS
