UCU Wealth Strategies Investment Advice

 Start your investment journey with a financial advisor by your side.

If you are looking to develop a financial plan or create an investment portfolio, then working with an investment advisor is a smart way to achieve your financial goals.

Seek the guidance of a financial advisor if you do not have a lot of investment knowledge or if you have a larger sum of unproductive money you want to invest.

The UCU Wealth Strategies Group will provide expert advice to help you invest with confidence.  Our Investment Advisors Michael Zienchuk, Roman Mlynko, Tatiana Koroliova and Mutual Funds Investment Specialists Kateryna Litvinjuk, Vlad Karman, Myroslava Fil will expertly manage your investment portfolio and provide valuable advice to help grow your assets.

What is an investment advisor?

Research has shown that investors who work with an advisor accumulate more assets than those who do not. An investment advisor provides advice and analysis of your personalized investment or financial goals which includes:

• Advice for investing in securities such as stocks, bonds and mutual funds
• Create and manage your investment portfolio
• Develop your long term financial goals
• Evaluate financial implications of previous investment decisions

UCU Wealth Strategy Group Investment Advisors and Mutual Fund Specialists have decades of experience, in-depth knowledge and credentials to add value to the management of your investment portfolio.

Our Investment Advisors will work with you to:

• Create a retirement plan so you can retire comfortably and live the life you envisioned
• Develop a disciplined strategy to keep your long-term investment plan on track
• Provide guidance for you to make informed investment decisions
• Give calm advice to prevent emotional investing
• Find investment opportunities in a volatile stock market

Schedule a free consultation by contacting the UCU Wealth Strategies Group through our website.