MORTGAGES: Buying a house can be an overwhelming process. Your credit union is here to help when you make this important purchase. Learn More

AUTO LOANS: Apply. Get Approved. Drive off in the car of your dreams. Yes, it’s that easy. Learn More

LIFE MILESTONES: Let CCU help you plan for the next adventure in your life - Graduation, Wedding, Child. Learn More

RETIREMENT PLANNING: Retirement is so much more enjoyable when you can live without day-to-day financial worries.Learn More

Colorado Credit Union members receive complimentary financial planning services!

PEAK CAPITAL INVESTMENT SERVICES

Whether you are starting a college fund or wondering how to take early withdrawals from a pension, Peak Capital Investment Services can help you with objective and professional expertise.

The qualified financial planners of Peak Capital work out of both CCU locations and are also available to meet with you off-site.

Your Credit Union is not licensed to offer financial planning services so we diligently searched for a financial planning firm that would provide the same level of personalized services that the credit union delivers. Peak Capital has been in existence for over 10 years. They have been serving CCU members since April, 2003.

• Comprehensive Financial Planning
• Retirement Planning for Individuals and Small Businesses
• 401-K Rollovers
• Investment Management
• Insurance Services (Life, Disability, Long-term Care)
• College Planning
• Estate Planning

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Here's who is helping you!

Irving Carey Registered Representative Peak Capital Investment Services, LLC

Have Financial Planning Questions? Stop by CCU today for a free consultation with Irv! Click here to download Irv's Biography Irving (Irv) Carey began his career in financial planning in 1991after serving six years in the US Marine Corp. as a Corporal in the Amphibious Assault Division. Early on he realized his passion for educating clients about financial matters and he still finds it to be the most important and exciting role in financial planning. Irv’s primary focus is on asset allocation and portfolio management. He uses logic as well as discipline when working with his clients by helping them map out a plan to quantify their lifestyle needs, which ultimately results in a customized portfolio. *Irv Carey has his Series 7, 8, 63 and 66 securities certification through Linsco/Private Ledger (LPL) and the NASD. Like other professionals at Peak Capital Investment Services, Irv is a Registered Representative of Linsco/Private Ledger.