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Investment Services

Am I saving enough for retirement? What retirement options should I consider when building my nest egg? Do I have enough insurance to cover an unexpected life event?

If you have these questions or others, come in and see your local Wealth Advisor with AdvisorsSM.
Together we can make it happen.

Who are Advisors?

Advisors are a local team of financial professionals, offering clients a wide array of non-proprietary investments to include equities, bonds, ETFs, mutual funds, life insurance strategies and more through their relationship with LPL Financial. LPL Financial provides Advisors with access to a broad range of competitive and fee-based asset management programs, in addition to objective research and a comprehensive array of tools, resources and technology.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Meet Our Team

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, HI, IN, MA, ME, NC, NV, NM, OR, TX, UT, WA, WI

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. Leadership Credit Union and Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Advisors, and may also be employees of Leadership Credit Union . These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Leadership Credit Union or Advisors. Securities and insurance offered through LPL or its affiliates are:

Not FDIC Insured or Any Other Government Agency Not Bank Guaranteed Not a Bank Deposit or Obligations May Lose Value
Not FDIC Insured or Any Other Government Agency
Not Bank Guaranteed
Not a Bank Deposit or Obligations
May Lose Value

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