The Time to Build Your Future is now!
As a Credit Union Member, you have access to an experienced LPL Financial Representative who can help map out your goals, help you create a plan, and develop customized options to achieve it!
These include:
Retirement Strategies
Annuities
Long-term Care
Mutual Funds
Business Strategies
College Savings/529 Plans
And much more! |
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All Members are entitled to receive a Free Financial Consultation with an LPL Financial Services Representative.
To contact a Financial Services Representative, click here or see below for the contact information of a Representative in your area:
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Andy Furtak
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Listen to our Saving and Investing for Retirement Podcast (click on the arrow to play):
*Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/ SIPC. IBM Southeast EFCU is not a registered broker/dealer and is not affiliated with LPL Financial.
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Not FDIC, NCUA, or NCUIF Insured |
No Credit Union Guarantee |
May Lose Value |
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