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Experience the Credit Union Difference

Achieve Wealth Management

  

It’s an exciting time in our investment services department as we are thrilled to announce we will now be called Achieve Wealth Management.

Achieve Wealth Management has provided investment services to our clients since 1992 under the name MemberPlus CUSO.  When SELCCU recently changed its name to Achieve Credit Union, we knew the time was right to introduce Achieve Wealth Management. Achieve Wealth Management clients have benefited from our financial investment services for almost 20 years, and though our name has changed, we will continue to provide our clients with steady financial guidance throughout the good and bad times. Our goal will always remain arming the members of Achieve Credit Union with thorough financial knowledge, keeping them on track to meet their goals.

We are a division and separate entity from Achieve Credit Union and are located upstairs at 340 Griswold Road in Elyria. Consultations are free to Achieve members and we are available for appointments. Please call 440-324-3400 x129 to make an appointment today.

We offer access to:

  • Stocks & Bonds
  • Mutual Funds
  • Annuities
  • Retirement Plans
  • Investment Counseling
  • College Planning

Schedule today with Cheryl

Cheryl Janik began her financial career in 1999 and established Advantage Financial Services Group Ltd. in Elyria in 2003. She holds her Series 7, 24, 63 and 66 licenses through both LPL Financial and Sequoia Wealth Management. Along with being a Financial Advisor, Cheryl is appointed to sell Health, Life and Variable Insurance products as well as Long Term Care Insurance. She is a member of the Financial Services Institute.

In 2004, Cheryl became the Financial Advisor for Achieve Credit Union, formerly School Employees Lorain County Credit Union. Cheryl has been a lifelong resident of Elyria, is an avid golfer and has served on the board of Blessing House for 10 years. Cheryl and her husband Paul are parishioners of St. Jude’s Catholic Church.

Schedule today with Renee

Renee Dietz joined Advantage Financial Services Group Ltd. in 2005 as a Financial Advisor. She began servicing Credit Union members at that time. Renee has her Series 7 and 66 licenses through LPL Financial and Sequoia Wealth Management and is appointed to sell Health, Life, Variable and Long Term Care Insurance.


Renee currently serves on the Boards of both the Women’s Akron District Golf Association (WADGA) and the Greater Cleveland Golf Association (GCGA) and is an active member in both leagues. She resides with her husband Bill in Medina.


Securities offered through LPL Financial, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA insured. Not Credit Union Guaranteed. May Lose Value.

Check the background of this firm on FINRA's BrokerCheck.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Approved State Listings

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Sequoia Wealth Management, a registered investment advisor and separate entity from LPL Financial.  Achieve Credit Union and Achieve Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Achieve Wealth Management, and may also be employees of Achieve Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Achieve Credit Union or Achieve Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

                                                                                                                 


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