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Investments

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Meet the Team

Available by phone, online, and at most Member Centers.

Your financial advice is as unique as your goals. You owe it to yourself to work with an Advisor focused on you. We are here to help you:

  • Build a Portfolio to Meet Your Needs with Managed Accounts

    Conservative? More assertive? Somewhere in between? Make sure you have the right balance of investments.

  • Navigate Your Financial Future with a Detailed Financial Plan

    Get where you want to be with a personalized strategy around your long-term goals.

  • Plan for Your Retirement

    You work hard. We’ll work harder so you can retire with peace of mind — IRAs, 401(k) rollovers, and other options.

  • Create a Steady Stream of Income with Annuities

    Fixed, Variable, Indexed, Single Premium. Know your options, we can help.

  • Save for College Education

    It’s never too early (or too late) to fund a college education. Grow your money with 529 College Savings Plans, Coverdell Educational Savings Accounts, and more!

  • Diversify your Portfolio with Mutual Fundsfootnote 1

    Diversify & pool funds with other investors. There are options for every investment strategy.

  • Contribute to an Individual Retirement Account (IRA)

    Traditional, Roth, Rollover, Inherited. Let’s determine the IRA that’s best for you.

  • Buy and sell Stocks and Bonds

    As the market changes, we'll continually assess your risk tolerance and time horizon.

  • Protect your Assets: Life & Long Term Care Insurance

    Protecting your assets is as important as building them.

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1. Mutual Funds and variable annuities are sold by prospectus only. Contact your financial professional to obtain a prospectus before purchasing any Variable Annuity or Mutual Fund products. Read the prospectus carefully before investing.

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. CEFCU and CEFCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CEFCU Investment Services, and may also be employees of CEFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CEFCU or CEFCU Investment Services. 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

Your 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 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.

LPL Financial Form CRS