Interra Investments

Wealth Services

Planning With Purpose

The best financial plans don't begin with investments. They begin with conversations. A conversation about where you are today. Where you hope to be tomorrow. The people you want to care for, the goals you want to accomplish and the legacy you hope to leave behind. That's where we start.

At Interra, we believe wealth planning should be personal. We take the time to understand what matters most before recommending strategies designed around your life—not just your portfolio. Whether you're investing, preparing for retirement or planning for future generations, you'll have experienced guidance rooted in trust and built around your goals.

Because success isn't just about growing wealth. It's about creating the confidence to enjoy it, share it and pass it on.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Reach the team at wm@interracu.com or 574.975.3222.

Wealth & Retirement Planning

The Best Is Yet to Come

Your goals deserve more than a one-size-fits-all plan. Whether you're preparing for retirement, building wealth or planning your legacy, we'll help create a personalized strategy designed around your life and what's most important to you.

Insurance Services

Play It Safe

Life is full of the unexpected. With insurance solutions tailored to your needs, you can protect the people, places and plans that matter most—with guidance you can trust every step of the way.

Long Term Care Planning

Take Care

Planning ahead can make all the difference. Long-term care planning helps protect your financial future while providing greater confidence for you and the people who matter most—no matter what life brings.

Business Wealth Preservation

Built to Last

You've worked hard to build your business. We'll help you protect it. From succession planning to long-term wealth preservation, Interra provides thoughtful guidance to help preserve what you've built for the future.

Preferred Services

More of What Matters

Some financial decisions deserve a little more time, attention and expertise. With Preferred Services, you'll have a dedicated team committed to helping you navigate what's next with confidence.

Treasury

All in Order

Your wealth should work as thoughtfully as you do. Interra's treasury solutions help you manage cash, protect assets and maintain the flexibility to pursue what's next with confidence.

Investment Account Login

Easy access to your investment account.

Wealth Preservation Team

Whether you're just starting out, or if you've been investing for years, we are here to help. Reach the team at wm@interracu.com or 574.975.3222. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Katelyn Kelter
Katelyn Kelter
Financial Advisor
Chuck Molloy
Chuck Molloy
Financial Advisor
Need help locating a broker, advisor or firm? Check the background of investment professionals associated with this site on FINRA's BrokerCheck. Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value. The financial professionals at Interra Investments are financial advisors with, and securities and advisory services are offered through, LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Interra Credit Union and Interra Investments are not registered as a broker-dealer or investment advisor.
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We're Here for You

Questions? Just want to talk through your options? However we can help, we're here to listen, answer your questions and point you in the right direction.

Cta schedule

The Door's Always Open

Whether you have questions, need guidance or are ready to take the next step, we're here to help. Schedule a time that works for you, and we'll be ready to welcome you.