Investment Services

Wherever you’re at in life it’s important to make sound financial decisions. The wrong investment can be disastrous. But the right portfolio and professional guidance can help you plan for an early retirement.
Big questions have to be answered when it’s time to bring your comprehensive financial picture into focus: How much retirement income will I need? How can I protect my legacy and provide for anybody I might leave behind? How will I control cash flow, especially if I have a fixed income?

Our LPL Financial Advisors are committed to listening closely to you. Based on your desires and dreams, our consultants will help shape a plan that matches your individual investment goals. Offering a variety of investment options, including stocks, bonds, mutual funds and more, it’s our mission to help you make the most of the money you’ve earned. Learn how to manage your 401(k), deferred compensation or how to start planning for retirement.

Our LPL Financial Advisors serve all of the WSECU branches and are also available via phone. For more information or to schedule an appointment, please call 800.456.3152, option 1.

LPL Financial Advisors               View LPL Financial Account 

Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC
Not NCUA Insured   • No Credit Union Guarantee  • May Lose Value

NDIP (Non-deposit Investment Products) may be offered by an employee who serves both functions of the credit union and the selling of non-deposit investment products.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, LA, MA, MI, MO, MT, NE, NM, NV, NY, OH, OK, OR, PA, RI, TX, UT, VA , WA, WI, WV, WY