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Members Financial Services

Financial guidance and planning services with MEMBERS Financial Services located at Telcoe Federal Credit Union. Also check out our webinars on investing and managing and seeking to grow your nest egg.

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Meet Our Financial Professional

 

John Burton Photo   John Burton
   Members Financial Services

 

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Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals.

These goals often include:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. The transfer of assets in the most advantageous manner

Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.

 

 

 

*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. Telcoe Federal Credit Union and Members Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Members Financial Services, and may also be employees of Telcoe Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Telcoe Federal Credit Union or Members Financial Services..  Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

CALCULATOR     Log in to LPL

If you already have investments through LPL Financial SERVICES.*, you can call 1-800-877-7210 for information on your accounts or log in: LPL LOG IN 
 

We help with a variety of services including:

  • Investments
  • Rollover Services
  • Education Funding
  • Estate Conservation
  • Retirement Savings
  • Insurance 
  • Life and Disability
    Insurance 
  • Annuities

 

Are you financially fit?


Let’s team up to create a personal plan that aligns your finances with your dreams. It all starts with a no cost, no obligation check-up on where you stand and where you hope to go. 

Reach out today so we can help you meet your financial goals.

 

 

 
 

 

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