Friday, 19 April 2024

Mendo Lake Credit Union partners with Golden State Wealth Management to Provide financial advisory services to members

UKIAH, Calif. – Mendo Lake Credit Union has been providing quality financial services to residents of Mendocino and Lake county since 1959.

The credit union’s vision is to empower both individual and community prosperity to assist in making Lake and Mendocino counties great places to work.

With that in mind, Mendo Lake Credit Union is proud to announce a new strategic partnership with Golden State Wealth Management to expand the financial services available to credit union members.

Golden State Wealth Management is a team of well-established local financial advisors providing comprehensive investment strategies and retirement planning.

Together, Mendo Lake Credit Union and Golden State Wealth Management will be bringing expanded financial opportunities to the residents of Mendocino and Lake counties.

Members in all branches will enjoy free, comprehensive meetings with a registered financial advisor who will help them further their financial plan and define their financial goals.

Golden State Wealth Management advisors provide a range of services, including: equity investments, business retirement accounts, estate planning, life insurance, financial planning, and more.

"Mendo Lake Credit Union is excited to announce our partnership with Golden State Wealth Management,” said Richard Cooper, CEO of Mendo Lake Credit Union. “We look forward to them providing our members with investment opportunities, comprehensive asset management, and the added benefits of retirement and estate planning."

Golden State Wealth Management was organized in Mendocino County in 2005, and is a Registered Investment Advisor offering comprehensive investment strategies based on timely, unbiased research and industry-leading technology.

With founding partners that bring over 50 years of financial experience, they are dedicated to addressing the financial planning needs of individuals, businesses and families across the nation.

Golden State Wealth Management is aligned with LPL Financial, the nation’s largest independent broker-dealer, to provide comprehensive tools and research necessary in today’s complex markets.

“As a member of Mendo Lake Credit Union and a resident of Mendocino County, I am thrilled to provide our community with the services that our financial advisors offer,” said Daniel Catone, president of Golden State Wealth Management. “My hope is that this partnership brings further financial freedom and prosperity to Mendocino and Lake counties.”

Wealth manager Jim Goetz will be serving the Ukiah, Clearlake and Lakeport branches. A veteran of the U.S. Navy, Goetz has been serving the financial needs of the residents of Mendocino and Lake counties for more than eight years.

Wealth manager Bradley Gardner will be serving the Fort Bragg credit union branch. Gardner has been a financial advisor for more than 15 years and is a founding partner of Golden State Wealth Management. He was born and raised in Northern California.

Credit union members can schedule an appointment by contacting their local branch. For more information, visit www.MLCU.org and www.GoldenStateWM.com/MLCU .

Upcoming Calendar

20Apr
04.20.2024 10:00 am - 3:00 pm
Earth Day Celebration
Calpine Geothermal Visitor Center
20Apr
04.20.2024 8:00 pm - 10:00 pm
Boatique Wines Stand-up Comedy Night
25Apr
04.25.2024 1:30 pm - 7:30 pm
FireScape Mendocino workshop
27Apr
04.27.2024 10:00 am - 2:00 pm
Northshore Ready Fest
27Apr
04.27.2024 10:00 am - 2:00 pm
Prescription Drug Take Back Day
27Apr
04.27.2024 7:00 pm - 9:00 pm
Inaugural Team Trivia Challenge
5May
05.05.2024
Cinco de Mayo
6May
05.06.2024 11:00 am - 4:00 pm
Senior Summit
12May
05.12.2024
Mother's Day

Mini Calendar

loader

LCNews

Award winning journalism on the shores of Clear Lake. 

 

Newsletter

Enter your email here to make sure you get the daily headlines.

You'll receive one daily headline email and breaking news alerts.
No spam.