Investing yourself your future

Investing Overview

Where do you see yourself in the future? Maybe it’s on the road, in a vacation home or just spending more time with your family. The sooner you start setting the stage to make these things possible, the better your chances are of putting yourself where you want to be. It doesn’t matter if you’re new to investment planning or know your way around your portfolio, we’d like to invite you to sit down for a complimentary consultation. 

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Investing Features & Benefits
  • Retirement planning
  • Retirement fund/IRA rollovers
  • Asset allocation
  • Legacy planning
  • A variety of investment options

Meet Our Financial Advisors

David Drumhiller
David Drumhiller
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Lisa Whiteman
Lisa Whiteman
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Jon Schwartz
Jon Schwartz
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Member Story
Andrew U.

I just wanted to say that I love WSECU. They have some of the BEST customer service. Even if I am "freaking out" they're always calm and friendly, no "attitude" when you call a day (or two) late on a payment; they always give you the feeling that they're just happy to help. 

Securities offered through LPL Financial member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning services may 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 where 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.