Investment Options
Invest in your future
Planning for the future isn't always easy. The CFS* financial investment advisors at Consumers Credit Union can work with you to develop a strategy that will help you reach your goals, such as saving for retirement or a child's education.
They will meet with you one-on-one to review your finances at no cost and with no obligation. Together, we help you find the right investment accounts and options for your specific needs.
Check the background of this firm on FINRA’s BrokerCheck. To learn how to view your investments in Online Banking, click here.
Get the help you need from one of our CFS* financial advisors.
<small><strong>*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member <a href=”https://www.finra.org/”>FINRA</a>/<a href=”https://www.sipc.org/”>SIPC</a>).</strong> Insurance products are offered through LPL or its licensed affiliates. Consumers Credit Union and Consumers Investment Services <strong><u>are not</u></strong> registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Consumers Investment Services, and may also be employees of Consumers Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Consumers Credit Union or Consumers Investment Services. Securities and insurance offered through LPL or its affiliates are:</small>
<small>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.</small>
<small>**The LPL Financial registered representatives 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 </small>
<a href=”http://www.lpl.com/CRS”>LPL Financial Form CRS</a>
