Financial Planning

The Credit Union has partnered with Thurston Springer so that Philip Lavelle can provide financial planning, investments, and insurance services to our members. Philip’s office is located at 1203 Main St., Anderson, IN, and he will continue to be available to meet members of the Credit Union at any of our branch locations.
If you would like to schedule an appointment to discuss your investment or financial planning concerns, please call 765.374.4736 or send an email to plavelle@lavellefinancial.com.
Securities, Investment Advisory Services and Insurance offered through Thurston Springer Financial, a registered Broker-Dealer (Member FINRA & SIPC), SEC-Registered Investment Adviser Firm, and Indiana Insurance Agency. Corporate Headquarters and OSJ: 9000 Keystone Crossing, Seventh Floor, Indianapolis, IN 46240 [toll free] 1.800.433.8049 [website] www.ThurstonSpringer.com
Philip E. Lavelle is a registered associate of Thurston Springer and is “doing business as” Lavelle Financial. Lavelle Financial is independent of Thurston Springer.