Prepare your financial future.
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LPL Financial Investments
Manage Your Financial Growth
We all have goals. Some involve achieving a certain level of education and professional attainment, others involve a desire to retire comfortably. Our dreams can become reality if we work toward them and plan properly. A suitable financial investment account can help you pursue your dreams – big and small.
LPL Financial Advisors offer comprehensive investment accounts through LPL Financial where you can plan and strive to preserve your financial future. You can seek out trustworthy investment advice from LPL Financial Advisors, who offer a complimentary initial consultation to:
- Explore your financial goals
- Assess your risk tolerance
- Identify the financial vehicles to increase assets while striving to protect your investment
LPL Financial offers a wide range of investment and financial-planning plans, including:
- Stocks
- Mutual funds
- Bonds
- U.S. government securities
- Tax-deferred single premium and immediate annuities
- Variable annuities
- Pension plans
- 401(k) and 403(b) plans
- Term insurance
- Long-term care and disability insurance
Get started creating financial goals to pursue your dreams.
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. Credit Union West is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Financial and may also be employees of Credit Union West. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Credit Union West. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency
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Not Credit Union Guaranteed
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Not Credit Union Deposits or Obligations
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May Lose Value
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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.
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 brokerage or advisor services. Please visit http://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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