SIU CU Welcomes CFP
The $167 million 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 CFP with Alliance Planning Investment Group in Carbondale, Ill., will offer financial planning and investment services to credit union members. 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.