UKIAH >> Mendo Lake Credit Union announced 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. 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 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, Goetz has been serving the financial needs of the residents of Mendocino and Lake counties for over 8 years.
Credit Union members can schedule an appointment by contacting their local branch. For more information, visit
www.MLCU.org and www.GoldenStateWM.com/MLCU.
