Business Investing

Building Your Future

For You, for Your Employees

Business Investing Overview

Just like you, we want your business to be financially healthy. Putting together a financial strategy with someone who knows the ropes and can recommend an investing plan can give you confidence and a great start on working toward a successful future. Your goals are our goals. Let’s sit down and work on this together.

Already have an LPL Financial account? View it here.

Business Investing Features & Benefits
  • Knowledgeable financial advisors
  • Cash management strategies
  • Retirement planning
  • Wealth management for you and your staff
  • A variety of investment options

Meet Our Financial Advisors

Jon Schwartz
Jon Schwartz
Learn More
Lisa Whiteman
Lisa Whiteman
Learn More
Jeff Reese
Jeff Reese
Learn More
Are you making an appointment with one of our financial advisors?

Please fill out our Investment Workbook and bring it with you. Thanks!

Download Workbook
Ready to sit down with us?

Request an appointment below or call us at 800.456.3152

Make an Appointment
Photo of Philip H.
Member Story
Philip H.

You guys are so wonderful - you go above and beyond the call of duty. It's been a tough year and still is a pretty hard time, but you guys have helped me out so much through it all by working with me through these hard times - so thank you so much.

Securities offered through LPL Financial member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning services may be be offered through Washington State Employees Credit Union d/b/a WSECU Investment Management, a registered investment advisor and separate entity from LPL Financial. Financial planning and other advisory services may be offered through LPL Financial, a registered investment advisor.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

WSECU Investment Management is a registered investment advisor in the State of Washington. The advisor may not transact business in states were it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

The advisor WSECU and WSECU Investment Management are not registered broker/dealers, nor are they affiliated with LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, MD, ME, MI, MO, MN, MT, NC, NE, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV.

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.