Retirement planning, investments, estate preparation, insurance. The list of financial options and concerns can seem endless. To help you make sense of today’s complex financial world, we’ve formed an alliance with investment professionals at LPL Financial.
As a credit union member, you have access to your own personal financial advisor, as well as access to a variety of investment services and insurance products, including:
401K Rollover & Pension Plans
Life, Health, & Long Term Care Insurance
Retirement & Investment Planning
401K & Pension Plans
Group Health Insurance
Not NCUA Insured. Not Credit Union Guaranteed. May Lose Value.
UMe Credit Union is not a Broker/Dealer and is not affiliated with LPL Financial.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA