Investment Services - COPOCO Community CU

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COPOCO Community CU
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INVESTMENT SERVICES*  Available through Family Heritage Advisors

James Munn

"An independent financial services firm that cultivates financial education-based planning. With the knowledge and resources in the financial industry to maximize the client’s goals and expectations. I aspire to achieve a positive growing environment for clients, employees and their families. The dedication to our community will be one of support and generosity."
  James Munn  CES Financial Advisor
  Phone:  989.329.9825  |  Email: 
With great excitement, we are pleased to introduce you to James Munn, our new CES Financial Advisor. James is the President of Family Heritage Advisors.  He is a local licensed professional trained to objectively analyze your investment needs while assisting you in developing a financial plan that meets your unique financial goals.
Schedule a no-obligation appointment with James and gain valuable information on financial planning topics that include:
  • 401(k), 403(b), 457, and Pension Rollovers
  • Retirement Life Style Strategies
  • Strategic Planning For Lifetime Income
  • Life & Long Term Care Insurance
  • Small Business Services
 Specialized Comprehensive Wealth Management
  • Wealth Conservation
  • Estate Planning and Preservation
  • Income Distribution Strategies
  • Comprehensive Financial Planning
Educational Background
  • B.A.S. Ferris State University
Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. to residents of MI. Cambridge, Family Heritage Advisors. and Valley United Insurance Agency are separate companies and are not affiliated.

*Not Insured by NCUA or Any Other Government Agency.  Not Credit Union Guaranteed.  Not Credit Union Deposits of Obligations.  May Lose Value.

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