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Retirement & Investment Services

SPIRE Retirement & Investment Services 

Plan today for the future you envision. Our advisors will work with you to develop a specific investment program personalized for you.

  • Identify and establish financial goals/objectives
  • Implement an individualized financial program
  • Monitor your portfolio’s performance

Products & Services

Products

  • Mutual Funds
  • Stocks & Bonds
  • Insurance Products
  • Tax-efficient Investments*
  • IRAs, SEPs, 403(b), 401(k)
  • SIMPLE Accounts
  • Trusts (in conjunction with your legal consel

Services

  • Retirement Planning
  • Financial Planning
  • College Fund Planning
  • Estate Planning Strategies
  • Brokerage
  • Business Programs

Complimentary Financial Review

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.

Invest in Your Future

Retirement Planning

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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.

Investment Planning

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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.

Business Investment

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Let the experience of our advisors help you set goals and provide a plan for the future of your business.

401K

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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.

College Planning

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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

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Life insurance can provide your family the peace of mind and security when it is needed most.

Meet your Advisor

SPIRE advisors can meet with you in person at a SPIRE branch or over the phone. Find your closest advisor and introduce yourself!

Results

Wendy Maczko, CRPC® image

Wendy Maczko, CRPC®
Branch: Minneapolis
3117 University Avenue SE
Minneapolis, MN 55414

Directions

Donald Sundt image

Donald Sundt
Branch: Roseville
1880 Perimeter Drive
Roseville, MN 55113

Directions

Wendy Maczko, CRPC® image

Wendy Maczko, CRPC®
Branch: St. Paul
380 Jackson Street
St Paul, MN 55101

Directions

Steve Carlson, CFP® image

Steve Carlson, CFP®
Branch: Blaine
8700 University Ave. NW
Coon Rapids, MN 55448

Directions

Wendy Maczko, CRPC® image

Wendy Maczko, CRPC®
Branch: Eagan
1251 Town Centre Drive
Eagan, MN 55123

Directions

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Disclosures

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

Take the Next Step

Call us

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Have questions? We are here to help.
651.641.2298
Call SPIRE

Email Us

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Share with us where you're at and how we can help.
Email SPIRE

Meet Us

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Meet with your advisor in person at your local SPIRE branch.
Find Advisor

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