Jacob Avenius

Background

About Jacob Avenius

As an Advisor for Mountain America Investment Services I focus my efforts on helping members of Mountain America Credit Union define and pursue their financial dreams. I work with members who are looking for conservative alternatives to what is available to them at their credit union or bank. We’ve developed and refined our planning process which puts the pieces of your retirement puzzle together, giving you clarity and confidence around critical life stages. The financial world can be confusing; a mistake can be extremely costly, especially as you’re nearing retirement or have recently retired. I’m confident in the quality investments that I will give you access to.As a part of my process, one of the first things I’ll ask is, “What is most important to you?” I never hear the same answer; you and your families dreams are personal. I will help you create a personal financial plan and recommend investments that make sense for you. The best investment is not always the one that promises to make you the most money. The best investment is the one that helps you realize your dream!I meet with my clients virtually so that you can visit with me in the location where you feel safe and comfortable. Our support team members are specially trained to assist members in such a way that you may never need to visit a branch. But your always welcome too!