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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, Mike Albert at 319-395-6453 or, or Leigh Cook at 319-395-6438 or 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
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What's New

  • Collins Community Credit Union employees holds

    Protecting Financial Choice: Credit Unions Fight for Fair Tax Codes

    21 March 2018
    On March 7, 2018, Collins Community Credit Union joined credit union advocates, members, and employees from around the state to rally against the proposed tax hike that recently passed through the Iowa Senate. As they hiked the hill to show the legislature the importance of keeping our not-for-profit institution’s taxes the way they are, employees at Collins branches around the state showed their support by wearing t-shirts donned with the phrase, “I love my credit union,” and “Protect... Learn More
  • Protect Financial Choice

    Setting the Records Straight on Credit Unions

    14 February 2018
    Fact vs. Fiction - Cedar Falls Branch Manager, Tom Blandford sets the record straight on Iowa Credit Unions. A response to the January 2 column, "Everyone should be paying their fair share." Learn More
  • Love Image

    6 Affordable Date Night Ideas for Valentine's Day

    05 February 2018
    With restaurants packed, heart-shaped candy filling every grocery store, and advertisements for expensive jewelry everywhere, the clear message seems to be that in order to enjoy a fulfilling Valentine's Day with your partner, you need to spend a lot of money. However, more expensive dates do not necessarily mean the couple will enjoy the experience more. Simple, inexpensive dates are often the best way to spend Valentine's Day with your loved one, whether it is your first Valentine's... Learn More
  • A father and his sons

    What Previous Generations Never Taught You About Personal Finance and Frugality

    29 January 2018
    In this era of life-changing developments in science and technology, it is easy to believe that we must be getting smarter every year. Yet with respect to our financial decisions, this may not always be the case. Excessive consumer spending is a major and enduring issue in the US, with 38% of US households holding a revolving credit card balance, over half a million people filing for personal bankruptcy annually over the past decade, and almost half of the working population having no... Learn More
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What's New

  • Easter Eggs

    Easter Egg Hunt

    March 31, 2018
    1:30 PM
    2:30 PM
    Peg Pierce Park
    26 February 2018
    Children age 0 to 12 are invited to join the Collins Community Credit Union Marion team for their annual Easter Egg Hunt on Saturday, March 31 at 1:30 p.m. at the Peg Pierce Softball Diamonds in Marion. Learn More
  • Collins Community CU 78th Annual Membership Meeting

    78th Annual Membership Meeting

    April 15, 2018
    4:00 PM
    5:00 PM
    National Czech & Slovak Museum
    20 February 2018
    Join us for the 78th annual membership meeting on Sunday, April 15 at 4:00 p.m. at the National Czech & Slovak Museum in Cedar Rapids. The meeting will begin at 4:00 p.m. to vote for the volunteer Board of Directors, and enjoy cash prizes and free museum admission.  Learn More
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