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Request an Appointment

Set a time to meet with your financial professional

Request a complimentary financial review or meet to update your retirement and investment plans. Find your Financial Advisor.

For all other appointments, book an appointment here.

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Preferred Contact:

To find the representative that serves your area, visit the link at the top of the page before making a selection. For Wealth Management, select Wendy Maczko, CRPC®.
Please select the branch you'd like to meet at or choose Phone/Video Call.
What would you like to discuss during your appointment? Do not enter account or other personal identification information.
Security code:

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

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. SPIRE Retirement & Investment Services and SPIRE Wealth Management are trade names of SPIRE Credit Union. Osaic Institutions and SPIRE Credit Union are not affiliated. Products and services made available through Osaic Institutions 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 registered in: MN

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