When it comes to investment products, our recommendations are as individual as you.
FinancialPlus Credit Union has partnered with Tyler Stephens, an Investment Professional who can recommend a mix of quality investment options, such as mutual funds, IRAs and fixed annuities, based on your unique situation. We also offer long-term care and life insurance to protect you and your loved ones.
Tyler brings over 10 years of financial planning experience to the Credit Union, and he is eager to use his knowledge to help our members make the best financial decisions possible. He specializes in working with members to help them determine how to best use their assets, to help them make investment choices, and to develop financial strategies based on their individual goals. He describes the most rewarding part of his job as “doing what is best for the member and developing relationships with them, their families, and their friends.”
Tyler is a graduate of the University of Michigan – Flint, and he holds a Retirement Paraplanner designation from The College of Financial Planning. He currently resides in Fenton with his wife of seven years and his three children.
For your convenience, Tyler can meet you by appointment at any Financial Plus Credit Union location. To make an appointment, please call Vickie Halverson at 810-244-4334 or click link below.
Schedule an with Tyler Stephens appointment today!