Financial Management

Wayne County Community Federal Credit Union is proud to partner with

 
John-Mark Young
 

John-Mark Young

Whitaker Myers Logo
 

Providing investment and financial management services to all of our members!

With over thirty years of combined experience the team of Whitaker-Myers Wealth Managers provides their clients with a comprehensive wealth management experience. They specialize in serving the needs of medical professionals, retirees and those close to retirement, younger families in the wealth building stage and busy professionals. They are a fee-based, independent registered investment advisory firm, held to the fiduciary standard, meaning they always put their clients’ interests first.*

While developing a customized financial program, they will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, they will customize appropriate strategies to suit your vision and objectives. They can help you execute a sound financial program utilizing the following products and services:

  • Investment Tax Planning

  • Investment management

  • Retirement strategies 

  • Estate conservation

  • Insurance and annuity products**

Benefits to Credit Union Members: 

  • Comprehensive Financial Plan to help you pursue and monitor your goals

  • Access to Private Client Website – helps consolidate all accounts under one view

  • Coordination with outside advisors such as attorneys, accountants or bankers

  • Dave Ramsey Smartvestor Pro endorsement 

  • Access to over 8,000 mutual funds, ETF’s and investment managers 

Take control of your future!

Schedule Your No-Obligation, Personal Consultation with John-Mark Now!

*Wayne County Community Federal Credit Union is not affiliated with Whitaker-Myers Wealth Managers / Whitaker-Myers Insurance Agency / Whitaker-Myers Benefit Plans. Members are referred to John-Mark Young, an advisor with Whitaker-Myers Wealth Managers. John-Mark Young is dedicated to providing our members the highest quality service as they reach their full financial potential.

**Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC and individually licensed and appointed insurance agents.

AS WITH ALL MARKET INVESTMENTS, CLIENT INVESTMENTS CAN APPRECIATE OR DEPRECIATE. Investments involve risk and our advisors and Whitaker-Myers Wealth Managers, LTD. do not guarantee that investments will appreciate.  Also, past performance is not indicative of future results.

Not NCUA Insured - Not guaranteed by the credit union - May lose value