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Members Financial 

Financial guidance with MEMBERS Financial located at Telcoe Federal Credit Union. Also check out our webinars on investing and managing your nest egg.

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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. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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. Your Financial Institution provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals.  This creates an incentive for the Financial Institution to make these referrals resulting in a conflict of interest.  The Financial Institution is not a current client of LPL for advisory 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.*, 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

 

 

 

 

 
 

 

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