Certified Financial Planner On Site at EdCo

EdCo is making it easier than ever for members to meet their short and long term financial goals.

Bill Warren, CFP, LUTCF, a local certified financial planner and insurance underwriter is currently taking appointments with EdCo members right in the credit union office.

Some of the products and services Bill can help you with include:

  • Investment Products (traditional and alternative)
  • Life Insurance
  • Health Insurance (before and after age 65)
  • Long-Term Care Insurance
  • Annuities
  • Retirement Plans
  • Disability Income Insurance
Bill received his Master's of Business Administration from Drake University and a Bachelor of Business Administration from the University of Iowa. Bill has also completed advance college level studies on nearly 100 topics.
Get on the road to financial success!
Call Bill at 515.457.1222 to schedule your appointment today!
 
Bill Warren, Investment Advisor Representative. Securities and advisory services offered through Ameritus Investment Corp. (AIC). Member FINRA/SIPC. AIC and EdCo Community Credit Union are not affiliated.