Your Credit Union and LPL

LPL Financial Registered Representatives work with your credit union to provide independent, unbiased advice. They have no product quotas, so they can customize your portfolio to any financial strategy to fit your lifestyle.

Schedule your free no-obligation financial consultation today to discuss:

  • Investing during turbulent times
  • Business retirement plans (for you and your employees)
  • 401 (k) rollovers
  • Estate Planning
  • Asset management
  • College Planning
  • Classic Financial Planning

IRAs & Business Retirement Plans... We have them all!

SEP, IRA, Keogh, 401 (k), 403 (b), Single DB (pension), 457 (f), Non-Qualified Deferred Comp (NQDC) and Profit Sharing plans for:

  • Sole proprietors
  • Small business owners
  • Key employees, partnerships
  • Foundation Board members
  • Non-working spouses
  • Employees without company sponsored plans

The Nation's Leading Independent Brokerage Firm

LPL Financial is one of the nation's leading financial services companies and independent broker/dealer (based on total revenues, as reported in Financial Planning magazine, June 1996-2008 . Headquartered in Boston, Charlotte, and San Diego, LPL Financial and its affiliates offer industry-leading technology, training, service, and unbiased research to more than 11,000 financial advisors nationwide.

LPL Financial Understands You

Before LPL Financial advisors make investment recommendations, they first work to fully understand their clients' needs. Together, LPL Financial advisors and their clients analyze, evaluate, and plan for long-term capital accumulation and appreciation of assets, making use of a wide variety of investment products.
 

The Registered Representative(s) is/are registered representative(s) with, and securities and insurance products are offered through, LPL Financial and its affiliates, Member FINRA/SIPC. No Credit Union is an affiliate of LPL Financial.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

Financial Plans that may be generated through Plan4Tomorrow.com should not be interpreted as investment advice or as an alternative for individual recommendations. LPL Financial does not endorse, or approve of, and is not affiliated with Plan4Tomorrow.com or the output associated with the service. LPL Financial does not give tax or legal advice. The output generated from Plan4Tomorrow.com may be used with your LPL Financial Registered Representative during the course of normal suitability analysis for security or insurance recommendations.

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through the U.S. Registered Representatives. LPL Financial's U.S. Registered Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.