SCHOOLSFIRST INVESTMENT SERVICES
Buying a second home. Starting your own business. Helping your kids pay for college. Or simply retiring at a reasonable age and enjoying life to its fullest.
Whatever your dream, now is the time to start planning for it. And we can help.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
How it works
Our financial advisors will identify your goals, evaluate your finances, and recommend an investment strategy just for you. We offer a variety of investments to choose from:
- Mutual funds
- Exchange-Traded Funds (ETFs)
- Fixed and variable annuities
- Tax-deferred1 investments, including IRAs
- Stocks and bonds
Whether you need a review of your current portfolio, or help designing a financial plan, our advisors have the tools and expertise to help you find the best path for your future.
You can meet with an advisor, as often as you like, without paying a consultation fee. It’s a complimentary benefit of your Membership.
An essential part of a strong financial plan is safeguarding it. Our advisors can help you choose the right life insurance to protect your family’s financial future while you work toward your goals.
Would you like to learn more?
Set up a meeting with a financial advisor.
Call 800.462.8328 ext. 4116, Option 2
Monday through Friday, 8 a.m. - 5 p.m.
Contact us by email at firstname.lastname@example.org.
Check the background of our investment professionals on FINRA's BrokerCheck.
Already working with an advisor?
Log in to LPL's account view to manage your investments.
Securities are offered through LPL Financial (LPL), a registered broker-dealer(member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SchoolsFirst Federal Credit Union or SchoolsFirst Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
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.
- This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.