Brokerage Services

Affordable wealth management

Leaders Credit Union's Business Services and Investment Services teams work in tandem to provide a unified commercial wealth management program for you and your staff. You will enjoy the same customized, member-centric experience for your business and your employees as you would for your personal banking at Leaders.

Leaders offers the following brokerage solutions for your business:

  • Investment Services: wealth accumulation and distribution strategies to help you sustain and thrive through your retirement, leaving a legacy for the ones you love
  • Insurance Services: group health and life policies to ensure a happy and healthy workforce for your business

Speak with our Business Services Officer to learn more about brokerage services.