Financial Planning

Members of SageLink Credit Union have access to an amazing financial tool! Gregg Huyck, a registered representative with Lincoln Financial Services, can work with you to understand your vision for the future and provide valuable information to make your vision a reality.

As a professional financial planner, Gregg will take you through every step and help guide you in making the financial investment decisions that are right for you. Gregg can assist you in defining your personal profile as an investor, identify your goals for the future, and help you decide the right steps to take to work towards those goals.

The following options are available with any number of financial plans that Gregg can develop for you:

Retirement Plan Rollovers, Tax-free Income Investments, Tax-efficient Growth Investments, Retirement Planning, Estate Planning, and Mutual Funds.

Meetings with Gregg are available by appointment only, Monday through Friday. Meetings can be arranged at any of our 6 branch locations or at your home by calling our Member Support Center at (810) 767-8370, (989) 541-2001, (517) 887-1611.

Investments offered through representatives of Lincoln Financial Securities Corporation. Investments are not credit union products, are not guaranteed by the National Credit Union Administration (NCUA) and may lose value.   SageLink Credit Union and Lincoln Financial Services are not affiliated.

The Lincoln Financial Services registered representative associated with this site may only discuss and/or transact securities business with residents of Michigan
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SageLink Routing Number: 272479980
SageLink Credit Union NMLS# - 535673

This credit union is federally insured by the National Credit Union Administration. Accounts and shares of members are insured by the Administration to a maximum of $250,000 for each member or shareholder. Equal Housing Lender.