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Rain or shine, we can help you protect your financial future.
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Plan today for the future you envision. Our advisors will work with you to develop a specific investment program personalized for you.
SPIRE members are eligible to receive a complimentary financial review as one of the many SPIRE member benefits.
Meet with a SPIRE representative today to create a plan to meet your financial goals.
Retirement should be about enjoying yourself, not worrying about your retirement plan. Let us provide you the guidance and support to obtain your retirement goals.
Investing means different things to different people at each stage in life. Let us help you create the future you envision for yourself and your family.
Let the experience of our advisors help you set goals and provide a plan for the future of your business.
If part of your retirement plan involves a 401k, we can navigate an investment strategy. We can also help with rollovers if you have changed employers.
It is never too early to start planning for your child’s education. Our team can create a plan to maximize your savings for your family’s future.
Life insurance can provide your family the peace of mind and security when it is needed most.
Our advisors can meet with you in person at a SPIRE branch or over the phone. Find your closest advisor by entering your zip code and introduce yourself!
Steve Carlson, CFP®, CMFC
8700 University Ave. NW
Coon Rapids, MN 55448
Wendy Maczko, CRPC®
Branch: Vadnais Heights
940 Co Rd E East
Vadnais Heights, MN 55127
Wendy Maczko, CRPC®
1251 Town Centre Drive
Eagan, MN 55123
Branch: Eden Prairie
8577 Columbine Road
Eden Prairie, MN 55344
Branch: Maple Grove
9580 Blackoaks Lane
Maple Grove, MN 55311
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 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.
Securities licensed in: MN and WI
Insurance licensed in: MN and WI
Advisory licensed in: MN and WI
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