investments

Investment Center

NorthStar Credit Union in partnership with Securities America, Inc. is committed to helping our members with their financial goals. This strategic partnership offers our members access to a full range of investment and insurance services. With today’s economic challenges and diverse investment choices, you need a team who can simplify the investment process and help you work toward realizing your dreams.  

Whether you are starting an investment plan or just want to review your portfolio, Bill Metcalf, Financial Advisor for USAdvisors Wealth Management, LLC through NorthStar Investment Center, can assist you in determining your short and long term investment needs. Bill is the exclusive Financial Advisor to the members of NorthStar Credit Union.  To begin working toward your financial goals, contact Bill at 630.821.7265, william.metcalf@securitiesamerica.com, or visit your local branch office today to arrange an appointment.

 We look forward to continuing to help you with your financial goals! 


OUR PRODUCTS AND SERVICES

You’ve heard it time and time again. The best time to invest for tomorrow is today. But with the demands and cost of living today, it may seem there’s not enough time or money left for investing. We can help. Whether you are working toward retirement, buying your dream home, saving for a college fund, or leaving a legacy, NorthStar Investment Center can assist you with setting your goals.  Through NorthStar Investment Center you have access to a full array of investment and insurance products.

Brokerage Services 

  • Individual Securities – Stocks & Bonds 
  • Mutual Funds 
  • Annuities 

Individual and Business Retirement Plans 

  • IRAs, Roth IRAs
  • 401(k), 403(b) rollovers
  • College Savings Plans 
  • Portfolio Review and Evaluation

Insurance

  • Insurance: Term, Whole Life, Variable, Universal Life
  • Annuities:  Fixed and ariable
  • Long-Term Care

Life Events

  • Starting a new career.  Budgeting income, expenses, savings, and investments.
  • Protecting your family.  Whether you’re getting married or starting a family, it’s a good time to review your savings, investments, and insurance needs.
  • Changing Jobs.  When you move or change jobs, review your retirement plan options from your past and present employers to review how they all fit your financial profile.
  • Saving for Retirement.  How much income will you need in retirement? 
  • Saving for College.  With rising education costs, are you investing for future anticipated needs? 
  • Transition to Retirement.  Make the most of living in retirement while avoiding costly mistakes.
  • Preserving Wealth.  Do you plan to pass on your estate to the ones you love?  We can show you how


William Metcalf is registered to offer securities in the states of IL, AR, IN, MN, NY, and WI.  Securities offered through Securities America, Inc., member FINRA & SIPC.  Advisory services offered through USAdvisors Wealth Management, LLC. NorthStar Investment Center, USAdvisors Wealth Management ,LLC, and Securities America, Inc. are separate companies. 

Not NCUA Insured -  No Credit Union Guarantees - May Lose Value



Supervisory Office:
USAdvisors Network
15750 Venture Lane, Eden Prairie, MN 55344