Personal Investments

Credit Union West personal investments

Expanding Your Investments

Many well-rounded portfolios include investments in financial instruments that target stocks, bonds, mutual funds and insurance. But navigating the markets in a sensible manner can be a challenge.

We encourage you to turn to us for trustworthy investment advice offered by LPL Financial, which is located at Credit Union West but not affiliated with the credit union.

Financial Planners Offer Free Initial Consultation

  • Explore your personal financial goals
  • Assess your risk tolerance
  • Help work toward increasing your assets while protecting your principal

Meet Our Financial Advisors

Set up your free consultation.to explore the options offered to Credit Union West members through LPL Financial. Check information on this firm with FINRA’s Broker Check

Account View  Already an LPL client? View your account online.

Investment Products and Services Available to Credit Union West Members

  • 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
  • Unit investment trusts
  • Term insurance
  • Long-term care and disability insurance
 
Click Here  Request an Appointment with an Advisor.
    Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Credit Union West is not a registered broker/dealer nor affiliated with LPL Financial.

     

    NOT NCUA INSURED
    NO CREDIT UNION GUARANTEE
    MAY LOSE VALUE
    The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, MI, MO, MS, NC, NJ, NM, NV, OR, PA, TX, UT, VA, WA