Embark on a journey to financial well-being with Financial Partners Federal Credit Union, your trusted ally in navigating the complexities of wealth management. We understand that managing your financial future can feel overwhelming. That’s why we’ve partnered with experienced professionals to offer you comprehensive guidance, resources, and tools to help you achieve your financial goals. Whether you’re planning for retirement, seeking investment strategies, or exploring insurance options, Financial Partners Federal Credit Union is here to support you every step of the way.
Our Retirement & Wealth Management Center is your gateway to a wealth of knowledge. Here, you can access a diverse library of videos, presentations, and articles covering essential financial topics. Delve into subjects ranging from investment management and retirement planning to insurance solutions and tax considerations. We believe in empowering you with the understanding you need to make informed decisions about your financial future. Furthermore, take advantage of our user-friendly calculators designed to jump-start your financial planning process and gain valuable insights into your financial landscape.
For convenient management of your investments, Financial Partners Federal Credit Union provides seamless access to your LPL Account. Through the LPL MyAccountView site, you can securely log in and monitor your investment portfolio, track progress towards your goals, and stay informed about your financial standing. This direct access ensures you are always in control and have a clear view of your financial journey with Financial Partners Federal Credit Union.
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. Partners Federal Credit Union and Partners Retirement and Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Partners Retirement and Wealth Management and may also be employees of Partners Federal Credit Union.
These services are provided through LPL and its affiliates, which operate independently from Financial Partners Federal Credit Union and Partners Retirement and Wealth Management. It’s important to note that securities and insurance products 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 |
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LPL Financial registered representatives associated with this website are authorized to conduct business only with residents of states where they are appropriately registered and licensed. Offers or solicitations are not permitted from residents of any other state.
Financial Partners Federal Credit Union receives compensation from LPL Financial LLC (“LPL”) for referrals, creating a potential conflict of interest. Financial Partners Federal Credit Union is not currently a client of LPL for brokerage or advisory services.
For comprehensive details, please refer to https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
Let Financial Partners Federal Credit Union be your partner in building a secure financial future. Explore our resources and take the first step towards achieving your financial aspirations today.
