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Wealth Management

Retirement Planning and Wealth Management Services

We have partnered with Financial Planner, Mike Bullis, with Raymond James Financial Services, Inc. since 2008 to offer members complimentary, no obligation retirement planning services.

All our members are eligible to meet with Mr. Bullis to create a personalized Financial Blueprint. This in-depth and thorough analysis will determine how to best work towards your retirement and financial goals.

While financial plans can be expensive, this comprehensive service is available to all members at no cost. We encourage members and the community to be well informed and adequately prepared for a successful financial future.1

To schedule an appointment or ask a question,  contact Mike at 248.584.1400 or  Mike.Bullis@RaymondJames.com. His office is located at 630 E. 4th Street, Royal Oak, MI, 48067. Visit his website at www.bulliswealth.com.

 

Bullis Wealth Strategies

 

Additional Financial Resources

1.OUR Credit Union is not a broker/dealer and is not affiliated with Raymond James. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Privacy Notice.

Financial Industry Regulatory Authority

Securities Investor Protection Corporation