- 401k Rollovers
- Annuities/Fixed Interest Investments
- 529 Educational Plans
- Brokerage Accounts
- Traditional/Roth IRAs
- Portfolio and Wealth Management
- Retirement Planning
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Disclosures
*Insurance products are offered through LPL or its licensed affiliates. Program consultation and support services are offered to credit unions and registered representatives of LPL through CUNA Mutual Group (CMG), the marketing name for CUNA Mutual Holding Company, its affiliates and subsidiaries, and is not affiliated with LPL. CMG does not provide advisory or brokerage services to retail clients. Securities and insurance offered through LPL or its affiliates are not insured by NCUA or any other government agency, are not credit-union guaranteed, are not credit union deposits or obligations, and may lose value.
**Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Program consultation and support services are offered to credit unions and registered representatives of LPL through CUNA Mutual Group (CMG), the marketing name for CUNA Mutual Holding Company, its affiliates and subsidiaries, and is not affiliated with LPL. CMG does not provide advisory or brokerage services to retail clients. Securities and insurance offered through LPL or its affiliates are not insured by NCUA or any other government agency, are not credit-union guaranteed, are not credit union deposits or obligations, and may lose value.
Build Your Future, One Decision at a Time
There are opportunities in every moment of life and we are here to help you make the most of them. When you’re making important financial decisions which impact your future, you want solid, objective advice from someone who knows and understands your goals, timeline, and available resources. The Hoosier Hills Investments Team has the experience to help you succeed.
Your questions will vary according to your moment in life.
Is your retirement money invested properly? Will you have enough income in retirement? What should you do with an existing retirement plan from a previous employer? How will you pay for a child’s or grandchild’s education? Financially, what would happen to your family if you died? How will you pay for long term care?
Contact us. Bring your questions. We’ll help you build a plan.
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Meet Our Team
About Jay Anderson
Hoosier Hills Investments President Jay Anderson has more than 20 years’ experience working in investments. He is a Registered Representative of LPL Financial Services, a member of FINRA/SIPC, and a licensed Insurance Agent.
to jay.anderson@lpl.com | 800.865.2612 ext. 132
View background of this investment professional on FINRA’s Brockercheck:
About Melissa Day
Executive Administrative Assistant Melissa Day brings more than 35 years of experience in Credit Union Services to Hoosier Hills Investments.
melissa.day@lpl.com | 800.865.2612 ext.142
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