Wealth Management

A little planning goes a long way.
Investing can sound intimidating — like something only other people do — which is
why we work to make investing as approachable as possible. Whether you want to
watch your money grow, save for an education or plan for retirement, we can guide
you on every path. We even host educational workshops and offer one-on-one help.
 
  • Mutual Funds, Stocks, Bonds and Annuities 
  • Long-Term Financial and Retirement Planning  
  • Retirement Income Strategies 
  • College Funding Planning 
  • Risk Management, Wealth Transfer and Insurance Needs Analysis 
  • Educational Workshops 

Check the background of wealth management professionals associated with this site on FINRA’s BrokerCheck. Click here.


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

 
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Premier America Credit Union and Premier America Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Premier America Investment & Retirement Services, and may also be employees of Premier America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Premier America Credit Union or Premier America Investment & Retirement Services. CA Insurance License #0759204, TX Insurance License#1643255.

Securities and insurance offered through LPL or its affiliates are:

 
 Not Insured by
NCUA or Any Other Government Agency
 Not Credit Union Guaranteed  Not Credit Union Deposits or Obligations  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.

 

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