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Plan

Retirement planning

Independent and unbiased investment advice from LPL Financial

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:

Individual Services

  • 401K Rollover & Pension Plans
  • Life, Health, & Long Term Care Insurance
  • Retirement & Investment Planning

Business Services

  • 401K & Pension Plans
  • Group Health Insurance

LPL Financial's knowledgeable representative can simplify the retirement and investment process and help you work toward realizing your financial dreams.

Call (818) 238-2900 x4 for all your planning and investment needs.

LPL Financial

Our Representative:
Pierre M. Movsessian, MBA, CFP
CA Insurance License #0B65327


Email Pierre
Log into your LPL Financial Investment Account

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Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

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

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