Financial Consulting Services
We have arranged for Michael R. Craggett Jr. RICP®, a Financial Strategies Group Wealth Manager, to provide our members with financial planning services.
- Retirement planning
- Estate planning
- Saving for short-term goals
- Determining appropriate insurance coverage
- Portfolio reviews
- Alternative investments
- Educational savings programs
- Managing your money
- Tax planning
Michael is an experienced financial advisor. With more than 20 years experience as a financial advisor, his focus is in providing comprehensive financial and retirement planning services to individuals and their families. This includes an emphasis on portfolio and liabilities management, proper asset allocation, diversification and risk mitigation strategies, strategic and succession planning, estate and family wealth transition planning as well as tax deferral and income producing strategies.
Insurance products are offered through LPL or its licensed affiliates. High Peaks Federal Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using High Peaks Federal Credit Union, and may also be employees of High Peaks Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of High Peaks Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:
Free Notary Services
Conveniently available at each of our locations. Call to make an appointment.
Contact our office for details.
Please use the following instructions when receiving a wire into your account at the credit union:
- Financial Institution: Millennium Corporate Credit Union (MCCU)
- Financial Institution Routing Number: 292081248
- Further Credit to Financial Institution: High Peaks Federal Credit Union (HPFCU), Routing Number: 292977116
- Final Credit to: (Your name will go here)
- Final Credit to Account Number: (Your account number will go here)
Giving the information off of the bottom of your checks will cause the wire to be returned to the originating party.
Wires are posted to your account at the time we receive them, and may be posted until 4 p.m. If you are sending a wire, please be aware that there is a 2:00 p.m. cut-off time for same day wires. If you have questions about a wire, please call the credit union at 406-683-4373.
- Trust Accounts
- Credit Disability Insurance
- Direct Deposit