Advice

Reach your financial goals with help from a trusted expert.

We exist to produce better outcomes for member-owners like you. Our primary motivation is earning and maintaining your trust.

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Free Financial Coaching

Certified Goal Consultants will review your current financial situation and help you reduce debt, build a savings plan, improve your credit score, and more.

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Wealth Advisors

For high net-worth individuals, BCU Wealth Advisors* offers a customized, comprehensive wealth management plan to meet your highly specialized objectives.

*All references to BCU Wealth Advisors will mean BCU Wealth Advisors, LLC, a wholly-owned subsidiary of BCU. Investment advisory services are offered through BCU Wealth Advisors, LLC, an investment advisor registered with the United States Securities and Exchange Commission and domiciled in the State of Illinois. This website is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless the firm is notice-filed, registered or is eligible for exemption from notice-filing or registration in that jurisdiction. Insurance products and services in California are provided by Insurance Services of BCU. Non-deposit investment products and services offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA / SIPC) and SEC-registered investment advisor. Advisory services and recommended securities offered by BCU Wealth Advisors, LLC or CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Baxter Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. The contents of this webpage are not to be copied, quoted, excerpted or distributed without express written permission of the firm. Nothing on this webpage is intended as legal, accounting, or tax advice, and is for informational purposes only.

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