Partnership with Landis Wealth Management

Published: 07/19/2022

At Parkside Credit Union, meeting all of our members’ financial needs is our top priority.  Whether your goals include retirement planning, generating income, tax reduction strategies or college education funding, we are committed to helping you reach them.

Through our new partnership with Landis Wealth Management, Parkside Credit Union can provide our members access to a full range of financial options, including investment analysis, mutual funds, annuities, life insurance and more – giving you the advantage of handling all your financial needs, right at the credit union.  Our financial consultants, Tom Landis and Dan Schuetz, are available to work with you to develop strategies that may be appropriate for your unique financial situation.

We’re much more interested in taking the time necessary to make a difference – for you, your family, and your future. With your particular circumstances, current investments and savings in mind, Tom or Dan will make recommendations designed to help you increase the likelihood of achieving your objectives.  Best of all, they are available to meet with you at each of our branches in order to service you, our members, better. 

For more information, feel free to call the credit union or Tom or Dan at 248-662-2000 or email at [email protected] or [email protected]

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Any other entity is separate from WFAFN. CAR-0622-04181
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