Guided by a team of experienced professionals, Wealth Management at UW Credit Union partners with LPL Financial to provide personalized retirement and wealth management services for a range of client goals and portfolio objectives.
Location
Mortgage Services & Wealth Management at UW Credit Union
Frequently Asked Questions About Mortgage Services & Wealth Management at UW Credit Union
What type of financial services does Mortgage Services & Wealth Management at UW Credit Union offer?
They provide personalized retirement and wealth management services in partnership with LPL Financial, catering to various client goals and portfolio objectives.
Where is Mortgage Services & Wealth Management at UW Credit Union located?
It is located at 298 S Grand Ave, Sun Prairie, WI 53590, US.
What are the regular business hours of Mortgage Services & Wealth Management at UW Credit Union?
They are open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Are there any special holiday hours for Mortgage Services & Wealth Management at UW Credit Union?
Yes, they are closed on November 27, 2025, and December 25, 2025, and January 1, 2026. On December 24 and December 31, 2025, they operate from 9:00 AM to 1:00 PM.
How can I contact Mortgage Services & Wealth Management at UW Credit Union by phone?
You can reach them at +1 608-232-5000.
Does Mortgage Services & Wealth Management at UW Credit Union have an online presence?
Yes, they maintain a website at https://www.uwcu.org/, and are active on LinkedIn, TikTok, YouTube, Facebook, Instagram (@uwcreditunion), and Twitter (@UWCreditUnion).
What nearby places can I visit before or after visiting Mortgage Services & Wealth Management at UW Credit Union?
You might visit nearby places such as UW Credit Union, Cold Stone Creamery for desserts, or Fox Point Park for outdoor activities.
Are there convenient places nearby for mobile phone needs around Mortgage Services & Wealth Management at UW Credit Union?
Yes, Verizon and Victra — Verizon Authorized Retailer, both mobile phone stores, are nearby for your mobile service and device requirements.
Where can I find beauty and wellness services near Mortgage Services & Wealth Management at UW Credit Union?
Nearby options include Robertson Plastic Surgery, Pamper Me Nail Studio, Pink File Nails, Dream Nails, and Cost Cutters for hair, nails, and beauty treatments.
Which financial institutions are located near Mortgage Services & Wealth Management at UW Credit Union?
Nearby financial institutions include UW Credit Union, Starion Bank, Johnson Financial Group, Associated Bank, Chase Bank, and Park Bank for various banking services.