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 professionals 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 financial consultants have the tools and experience to help you pursue your goals.
You can meet with them as often as you like, without paying a consultation fee. It's a complimentary benefit of your SchoolsFirst Federal Credit Union membership.
An essential part of a comprehensive financial plan is safeguarding it. Our financial professionals 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 professional.
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 financial professional?
Log in to LPL's account view to manage your investments.
- 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.
The financial professionals with SchoolsFirst Investment Services are registered representatives with, and securities 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 are not 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
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 www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.