Mendo Lake Credit Union Partners with Golden State Wealth Management to Provide Financial Advisory Services to Members
Ukiah, California – July, 20 2016 – 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 complimentary 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. Daniel Catone, President of Golden State Wealth Management commented, “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. 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, Jim has been serving the financial needs of the residents of Mendocino and Lake counties for over 8 years. Wealth manager Bradley Gardner will be serving the Fort Bragg credit union branch. Brad has been a financial advisor for over 15 years and is a founding partner of Golden State Wealth Management. Brad was born and raised in Northern California.
*As reported in Financial Planning magazine, June 1996-2016, based on total revenue.
The Financial Consultants of Golden State Wealth Management are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Mendo Lake Credit Union deposits and are not NCUA insured. These products are not obligations of the Mendo Lake Credit Union and are not endorsed, recommended or guaranteed by Mendo Lake Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.