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Investments & Insurance

Creating a sound financial strategy can be a challenge. But it's a challenge you don't have to face alone.

Our LPL Financial Advisers are experienced in investment management. They are committed to learning about your objectives and helping you map out a strategy to work toward achieving them.

Through our relationship with LPL Financial, we are pleased to make a variety of investment alternatives available to you, as well as long-term care and life insurance. Our LPL Financial Advisers will be happy to explain these offerings and help you choose those that will align with your goals.

Our LPL Financial Advisers also focus on re-investing 401(k) or 403(b) savings plan funds. If you're retiring or leaving your company and have an employee savings plan, we invite you to learn more about your rollover options.

Whether you're just starting out or heading toward retirement, our LPL advisers can help you stay on the financial path you've chosen. Just like WSECU, they're here for you.

Take the next step toward managing your financial future - call 800.456.3152 to schedule a free consultation.

Investment Workbook                 View LPL Financial Account

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 adviser and separate entity from LPL Financial. Financial planning and other advisory services may be offered through LPL Financial, a registered investment adviser.

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 securities 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, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

 

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