Financial Planning and Investment Services from Caring and Knowledgeable Advisors
Whether you are looking to plan for retirement, explore investment options for an inheritance, or seeking higher interest rates, our Wealth Advisors are committed to putting your best interest first. In these efforts, our advisors will partner with you in using a comprehensive process to help understand what is most important to you and create personally tailored financial strategies based on what you value most.
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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. CFCU Community Credit Union and CFCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CFCU Wealth Management, and may also be employees of CFCU Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CFCU Community Credit Union or CFCU Wealth Management. Securities and insurance offered through LPL or its affiliates are: