Professional investment services start here

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. How can MSGCU Financial advisors help you? Here are just a few of the services we can provide.

Alternative Investments 

  • Managed Futures
  • Private Equity 
  • REITs
  • Non-Traded BDCs
  • Concentrated Equity Strategies
  • Alternative Strategy Mutual Funds

Strategies For

  • Retirement Planning
  • Estate Planning
  • Charitable Giving
  • College Planning
  • Alternative Investing
  • Tax Managed Investing

Fixed Income

  • Municipal Bonds
  • Corporate Bonds
  • Fixed Annuities
  • Government Securities
  • Unit Investment Trusts
  • CDs

Insurance

  • Life Insurance
  • Variable Life
  • Long-Term Care

Advisory Services

  • Money Managers

Equities • Annuities • Mutual Funds 

Common Stock • Preferred Stock • Variable Annuities