ICCU is a wealth management firm in Moscow, ID, operating as a trade name of Idaho Central Credit Union. The organization provides investment and advisory services through Osaic Institutions, Inc., a FINRA/SIPC member, and Osaic Advisory Services, LLC, a registered investment adviser. These services are distinct from ICCU's core banking operations, which include checking accounts, savings products, and loans. ICCU Wealth Management offers free, no-obligation consultations for clients planning for retirement, managing investments, or exploring insurance options. The team includes Wealth Advisors and Private Client Officers who support financial decision-making. While the wealth management division focuses on investment guidance, ICCU as a whole serves members with a wide range of financial products, including personal and business banking, auto loans, and home equity lines of credit. The institution emphasizes a combination of digital accessibility and local branch access, offering tools such as mobile banking, video chat with agents, and credit monitoring. ICCU also maintains an insurance services team that handles Medicare and life insurance inquiries, with agents serving regions including the Treasure Valley, North Idaho, and Southeast Idaho.
The business is located at 525 West 3rd Street in Moscow. It holds a rating of 4.10 based on customer reviews. ICCU Wealth Management stands out in Moscow, ID, by providing specialized investment guidance through partnered advisory firms while maintaining the local, personal service model of a credit union.
Browse: Businesses in Moscow, ID · Businesses in Idaho