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Insurance and Investments

Insurance and Investments

Investments Tailored to Your Needs

Premier America Credit Union offers access to quality investment products and services designed to help you achieve your financial goals. We take the time to get to know you and your plans for your financial future. The wide range of investment products and services include:

  • Long-Term Financial and Retirement Planning
  • Retirement Income Strategies
  • Rollover and Lump-sum Distributions
  • Mutual Funds, Stocks, Bonds and Annuities
  • College Funding Planning
  • Risk Management, Wealth Transfer and Insurance Needs Analysis
  • Educational Workshops

Jason Lee

Alex Matsumura

Satik Nshanyan

Kelly Karren

Sean Tompkins

Elaine Smith

Select Your Branch

800-770-4000 x 4611  (Woodland Hills, Thousand Oaks and surrounding areas)

800-772-4000 x 4657 (Burbank, Simi Valley, Valencia and surrounding areas)

818-739-4682 (Chatsworth and surrounding areas)

800-772-4000 x 4058 (Granada HillsHouston and surrounding areas)

800-772-4000 x 4134 (Granada Hills, Houston and surrounding areas)

713-972-9800 x 4844 (Houston, Texas and surrounding areas)

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, ID, IL, KS, MD, MO, MT, NV, OR, PA, SC, SD, TN, TX, UT, and WA.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Representatives are employees of Premier America Credit Union and registered through LPL Financial. Premier America Credit Union is not a registered broker/dealer and is not 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 Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of investments and services mentioned are available in every state.

Equal Housing Lender
Premier America Credit Union is committed to providing exceptional service to individuals and small businesses. We offer consumer, business and youth checking and savings accounts; business loans; investment services; high yields on certificates and money market accounts; homeowner's and auto insurance; home mortgages and auto loans; as well as MasterCard and Visa credit cards. Our members enjoy free services including online banking, mobile banking, text banking, mobile apps and bill pay. We are proud to serve the communities of Chatsworth, Simi Valley, Thousand Oaks, Valencia, Santa Monica, Westlake Village, and Woodland Hills, California as well as Houston, Texas.