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Wealth Management

Plan Today. Prosper Tomorrow.

At Glendale Area Schools Credit Union, we believe that building a strong financial future starts with the right guidance—no matter your age, income, or goals. That’s why we’ve partnered with Great Wealth Management and Affinity Trusts to bring personalized and professional services designed specifically for our members. Whether you’re planning for retirement, saving for college, or looking to leave a legacy, we’re here to help you every step of the way.

Great Wealth Management

Personalized Financial Planning

Get a customized roadmap tailored to your goals, whether you’re just starting out or nearing retirement.

Expert Investment Advice

Tap into the experience of trusted advisors who can help grow and protect your wealth through thoughtful, long-term strategies.

Secure Your Financial Future

From income protection to college financing, we help you prepare for life’s major milestones—with confidence and clarity.

Let’s start building your tomorrow—today.

Call or email Anush Haddadian of Great Wealth Management

Call

office: (818)696-8108
cell: (818)613-1858

Securities are offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Brokerage services are provided by IFP and not by the Financial Institution. Neither Glendale Area Schools Credit Union nor Great Wealth Management are registered broker-dealers. Glendale Area Schools Credit Union, Great Wealth Management, and IFP are not affiliated.

Investment and insurance products are not insured by the NCUA, FDIC, ASI, or any federal government agency; are not deposits or obligations of, or guaranteed by, this credit union; and are subject to investment risks, including possible loss of principal.

Affinity Trusts

Estate planning isn’t just for the wealthy or elderly—it’s for anyone who wants to protect their family, assets, and wishes. Whether you’re starting out or planning your legacy, Glendale Area Schools Credit Union members have exclusive access to trusted estate planning services through our partner, Affinity Trusts.

What Estate Planning Can Do for You

With help from Affinity Trusts, you can create a personalized plan that helps:

  • Make important financial and healthcare decisions if you become incapacitated
  • Ensure a smooth, private, and cost-effective transfer of your property when you pass
  • Provide for children, dependents, or loved ones
  • Support your favorite charities or nonprofits
  • Reduce estate taxes and preserve more of your wealth
  • Avoid probate, saving time, money, and stress for your family

Schedule a free appointment
with Natalie Spiwak:

Call

office: (310)882-6537
extension 101

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Join Us for Our Annual Meeting – Tuesday, April 28 at Wilson Middle School. Please note our branch will close at 3:00 PM that day.