What We Do
Designing individualized financial goals and guidance
Planning for the future isn't always easy. The LPL Financial (LPL) 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.
Meet Our Team Schedule Appointment

Our comprehensive calculators can help you make smarter, more-informed decisions.
*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. Consumers Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Consumers Credit Union 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. Securities and insurance offered through LPL or its affiliates are:
**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