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Collins Community Credit Union

Collins Wealth Management Group

It's never too early to think about your future

With a small client base, our team is able to devote their time and attention to building strong relationships based on trust. We collaborate with professionals in our community, and with CUNA Mutual Group, to make recommendations based on what is best for our clients' financial well-being.

To schedule your wealth management consultation, contact Brian Bock at 319-395-6453 or brian.bock@cunamutual.com, or Mike Albert at 319-395-6453 or mike.albert@cunamutual.com. Check the background of investment professionals on FINRA's BrokerCheck.

Click here to login to your CUNA Brokerage Accounts.

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1659853.1-1216-0119

Financial Planning Services:

  • Wealth Management
  • Retirement Planning
  • Investment Planning
  • Insurance Planning
  • Mutual Funds
  • Annuities
  • Stocks and Bonds

What's New

  • How to Retire Early

    2017-11-06 16:27:05

    Wish you could retire right now? For some of us, this may seem like a fantasy that will never be reached. But, most Americans can retire early if they take the right steps.

    Learn More
  • Free Retirement Seminar Presented by Collins Wealth Manageme ... Image 1

    Free Retirement Seminar Presented by Collins Wealth Management Group

    October 17, 2017
    6:00 PM
    7:00 PM
    Kirkwood Linn Regional Center
    2017-08-29 13:35:11

    What lies ahead for you? Whatever your retirement goals are, ensuring a steady stream of income during retirement will be an important part of the road ahead. Social Security, how to use your 401(k) and how to manage investments are common concerns during retirement income planning. 

    Learn More
View All What's New

What's New

  • Christmas Presents

    7 Last Minute Gifts Under $50

    12 December 2017
    If you missed all the great sales on Black Friday and Cyber Monday, don’t fret! You can still get your holiday shopping done on a budget and from the comfort of your couch. Check out these great gift ideas for the loved ones in your life. Learn More
  • How to Host a Holiday Party on a Budget

    How to Host a Holiday Party on a Budget

    04 December 2017
    From buying gifts to throwing parties – during the holiday season you end up spending money as if it grows on trees. Then when January rolls around, you’re on a ramen noodle diet! It doesn’t have to be like this. I’m here to give you a couple quick tips on how to host an authentic and creative holiday party that’s well within budget.  Learn More
  • 7 Ways to Give Back this Holiday Season without Spending a Dime

    27 November 2017
    Check out these 7 ways to give back without spending a dime! Learn More
  • Dreams Come True, Thanks To Our Friends in Blue

    14 November 2017
    This year, once again for many underprivileged kids in the Cedar Rapids area, Santa will be wearing a badge and driving a police car. The Cedar Rapids Protective Police Charity is raising money for their annual Santa Cop program, where local officers will take kids shopping for warm winter clothes and perhaps a few toys as well. Learn More
View All What's New