Achieve Wealth Management

Your Personal Financial Guide

Some financial decisions can have a life-long impact. Get professional financial guidance and personalized investment services from Achieve Wealth Management, a division of Achieve Credit Union. Call (440) 324-3400, x201 to schedule your appointment today.

About Achieve Wealth Management

 
 

Achieve Wealth Management (formerly MemberPlus CUSO), a division of Achieve Credit Union, has provided investment services to our clients since 1992.

With over 30 years of experience, advisors at Achieve Wealth Management aim to be trusted partners for clients seeking reliable financial guidance, regardless of market conditions. We are committed to helping our clients achieve their financial goals by providing comprehensive investment solutions.

Let Achieve Wealth Management guide you on the path to financial freedom and help you pursue the life you've always dreamed of.

We offer access to:

  • Stocks + Bonds
  • Mutual Funds
  • Annuities
  • Retirement Planning
  • Investment Counseling
  • College Planning

    • Achieve Wealth Management office is located on the first floor of our Elyria branch at 340 Griswold Rd.

    Consultations are free to Achieve CU members, and we are available for appointments.

    Call (440) 324-3400 x201 to schedule your appointment today.

    Our Advisors

    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 LPL Financial. Along with being a Financial Advisor, Cheryl is appointed to sell Health, Life and Variable Insurance products as well as Long Term Care Insurance.

    In 2004, Cheryl became the Financial Advisor for Achieve Wealth Management. Cheryl has been a lifelong resident of Elyria, is a member of Oberlin Golf Club and has served on the board of Blessing House for a 10 year term. Cheryl and her husband Paul are parishioners of St. Jude’s Catholic Church.

    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 is appointed to sell Health, Life, Variable and Long Term Care Insurance.

    Renee has served 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.

    Disclosures

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

    Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. 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

    Achieve Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

    Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

    The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

    AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TX, VA, WA, WI, and WV.