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FINANCIAL PLANNING SERVICES
In addition to Certificate and IRA investment options, Credit Union West offers other types of investment and insurance options such as professional financial planning through LPL Financial located at Credit Union West.
Some additional products and services we offer our members through LPL Financial located at Credit Union West include:
* Stocks
* Mutual Funds
* Bonds
* US Government Securities
* Tax-deferred Single Premium & Immediate Annuities
* Variable Annuities
* IRAs
* Pension Plans
* 401K & 403B Plans
* Unit Investment Trusts
* Term Insurance
* Long Term Care and Disability Insurance
Meet our registered representatives and let them help you:
* Explore your personal financial goals
* Assess your risk tolerance
* Help you increase your assets while helping to protect your principal
Set up your initial consultation today. It’s FREE!
| Always protect your personal information. Never send account numbers, Social Security numbers, transaction details or any other personal information via unsecured email. |
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Brad E. Baker, CFP® Brad entered the financial service industry in September of 1984. Since 1994 as a CERTIFIED FINANCIAL PLANNER™, Brad has been providing dependable and professional financial planning for Credit Union West members. He truly cares about his clients and listens to their needs. He always makes the time to meet with anyone. Brad’s wealth of knowledge and experience provide Credit Union West members access to trusted financial service to enhance their quality of life. He is available to meet at any Credit Union West branch, your business office or home. For your convenience he is available 7 days a week, and can schedule your appointment after hours or on weekends. Now is the time! Contact Brad for your FREE review of your investments and retirement plan. Office: 602.631.3208 |
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Diann Hickman, LPL Financial Consultant Diann has been in the financial services industry for over 30 years. Serving credit union members with their financial and retirement planning has been her main focus. Diann's goal is to assist members with all their financial needs from educating the novice investor to addressing complex unique situations. Diann serves members from credit union branches at Sun City West, Prescott, Prescott Valley and Cottonwood. Give Diann a call today for a FREE review of your financial plan. She'll be happy to meet with you to discuss the key elements of your roadmap to financial success. Office: 623.218.2170 |
| General information - LPL Financial Website | Access Your LPL Account | FINRA Website | SIPC Website |
Securities, insurance products and Investment Advisory Services are offered through LPL Financial and its affiliates, member FINRA/SIPC and a SEC Registered Investment Advisor. Credit Union West is not a registered broker/dealer nor affiliated with LPL Financial.
| NOT NCUA INSURED | NO CREDIT UNION GUARANTEE | MAY LOSE VALUE |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that all of the investments and services mentioned are available in every state.
