Our Wealth Advisors provide professional financial advice guided by the credit union values you have come to expect from Motor City Community Credit Union. As your dedicated advisor, we manage your financial journey and provide personalized, expert advice to assist you in planning, enhancing, and conserving your financial legacy.
Joe (Giuseppe) Balsamo is an experienced Wealth Advisor with a passion for helping individuals achieve their financial goals. With a career in the financial industry since 2006, he has developed a deep understanding of the importance of financial planning, investment strategies, and wealth management, guiding clients through every stage of their financial journey.
Over the years, Joe has earned a reputation for delivering personalized advice, customized solutions, and outstanding service. He takes a holistic approach to wealth management, focusing on long-term strategies that align with each client’s unique needs, goals, and aspirations.
Outside of work, Joe is committed to giving back to the community and values building lasting relationships with clients based on trust, integrity, and a shared vision for financial success.
Come see Joe for a coffee and some clarity. A sip today for a secure tomorrow!
Angelo Bexis is a dedicated and experienced Wealth Advisor with a gift for helping people find their wealth potential. With more than a decade of experience in the financial services industry, Angelo takes a comprehensive, holistic approach to financial planning. He specializes in helping members grow and preserve their wealth through strategic investment management, tax-efficient planning, and estate planning solutions.
Angelo has built a loyal member base through his unwavering commitment to putting members’ needs first and fostering long-term relationships based on trust and personalized service. He takes great pride in celebrating his members’ milestones and successes. Through thoughtful financial strategies and disciplined investment planning, he has helped members retire with confidence, purchase their first homes, and fund their children’s post-secondary education.
Outside of his professional life, Angelo is an avid football fan and can often be found cheering on the Detroit Lions. He is also a graduate of the University of Windsor and takes pride in those roots.
