Retirement & Investment Services

Plan today for the future you envision.

Your financial professional will work with you to develop a specific investment program personalized for you. They will identify your financial goals, implement an individualized financial program, and review your portfolio’s performance.

Take the Next Step

Request an Appointment
Meet Your Financial Professional

Talk with your financial professional today!
They can meet with you in person at a SPIRE branch or over the phone to help design the best plan for you and your goals.

Simplify Your Financial Plan *

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. SPIRE Retirement & Investment Services is a trade name of SPIRE Credit Union. Infinex and SPIRE Credit Union are not affiliated. Products and services made available through Infinex are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

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Invest in Your Future

We will work with you to develop a specific investment
program personalized for you.

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Wealth Management

We will help you build a plan to protect your future and shape your legacy.

Discover SPIRE Wealth Management
 


Minnesota's Best published August 2021 & September 2022

Plan for and invest in your future.

Retirement

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Let us provide you the guidance and support to obtain your retirement goals.

Investment

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Let us help you create the future you envision for yourself and your family.

Business

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We will help you set goals and provide a plan for your business' future.

College

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It is never too early to start maximizing your savings for your child’s education.

Estate

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We will help ensure your wishes are met when distributing your assets. 

Brokerage

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Your advisor will help you meet your goals through your investments.

Meet Your Financial Professional

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Steve Carlson

Financial Professional - CFP®, CMFC®
Registered Representative, Infinex Investments, Inc.

Serving the communities of Blaine, Coon Rapids, Elk River, St. Cloud, and St. Michael

Meet Steve

photo of Tom Langseth, CLU, ChFC, CRPC, RICP, WMCP

Tom Langseth

Financial Executive - CLU®, ChFC®, CRPC®, RICP®, WMCP®
Registered Representative, Infinex Investments, Inc.

Serving the communities of Eden Prairie, Hopkins, Maple Grove, and Roseville

Meet Tom

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Ryan Finc

Financial Professional
Registered Representative, Infinex Investments, Inc.

Serving the communities of Isle, Keewatin, Milaca, Mora, Ogilvie, Pine City, and Princeton

Meet Ryan

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Joseph Johnston

Financial Professional - AAMS®
Registered Representative, Infinex Investments, Inc.

Serving the communities of Eagan, Minneapolis, Vadnais Heights, Waseca, and Woodbury

Meet Joseph

photo of Wendy Macko, CRPC

Wendy Maczko

Vice President of Wealth
Management - CRPC®
Registered Representative, Infinex Investments, Inc.

Meet Wendy

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Shape Your Legacy

 With so many decisions on your plate, it is hard to focus on your future.
This is where SPIRE Wealth Management can help.

A division of SPIRE Retirement & Investment Services,
SPIRE Wealth Management can assist you in all aspects
of planning for your retirement.

Have a conversation with our Vice President of Wealth Management,
Wendy Maczko, CRPC® about protecting your future and shaping your legacy.

Request an Appointment

Check the background of our investment representatives on FINRA's BrokerCheck.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. SPIRE Retirement & Investment Services and SPIRE Wealth Management are trade names of SPIRE Credit Union. Infinex and SPIRE Credit Union are not affiliated. Products and services made available through Infinex are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

Securities licensed in: MN and WI
Insurance licensed in: MN and WI
Advisory licensed in: MN and WI

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