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SCHOOLSFIRST INVESTMENT SERVICES & SCHOOLSFIRST RETIREMENT PLANNING

Financial Professionals 

If you want to be sure you’re making the right financial moves for your future, having a financial professional can make all the difference.

You don’t have to go to a large investment firm for financial planning advice. Our advisors share similar education, training, qualifications and certifications – and they are committed to limiting unnecessary fees or charges that could consume your savings. The financial professionals are SchoolsFirst FCU employees, who will keep your best interests in mind.

Best of all, you can meet with your advisor at no cost, as often as you like, as a complimentary benefit of your Membership.

Whether you’re buying a second home, starting your own business, saving for your kids’ college, or simply want to know if you’re on track for retirement, our professionals can help you achieve your dreams.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

MEET OUR ADVISORS


How it works

When you meet with an advisor, they’ll:

  • Review your current finances
  • Review your quarterly retirement statements and investment allocations
  • Discuss your specific objectives, goals and timing
  • Determine your life insurance needs
  • Determine your estate planning needs
  • Develop a personalized, comprehensive financial plan
  • Recommend an appropriate allocation of investments
  • Help you take advantage of favorable tax laws1

If you already have a financial plan, they can review it, too, to make sure you’re on the right path. 


LET'S TALK

Online

Request a consultation with a financial advisor.

Call 800.462.8328 ext. 4116, option 2

Monday through Friday, 8 a.m. - 5 p.m.

Email

Contact a specialist by sending an email to investments@schoolsfirstfcu.org.

If you’ve already worked with one of our financial advisors and want to monitor your investments, log into LPL's account view.

Disclosures

The financial professionals with SchoolsFirst Investment Services and SchoolsFirst Retirement Planning are registered representatives with, and 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. SchoolsFirst Federal Credit Union (SchoolsFirst FCU), SchoolsFirst Investment Services and SchoolsFirst Retirement Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services and/or SchoolsFirst Retirement Planning, and may also be employees of SchoolsFirst FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SchoolsFirst FCU,  SchoolsFirst Investment Services or SchoolsFirst Retirement Planning.  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.

1. 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.