America First is dedicated to providing opportunities to reach your financial goals in every life stage. Which is why we’re partners with LPL Financial (LPL*), the nation’s largest independent brokerage firm and a federally registered investment advisor.
LPL offers members enhanced tools, resources, and technology. As a trusted leader in the financial services industry, LPL also has an expansive platform and innovative solutions for an even higher level of service.
Their wealth advisors can assist you with account access, updates, or any questions. They have expertise in:
- Assessing the retirement planning process and understanding financial positions
- Aligning with your priorities, such as travel, leisure, or family time
- Insight into what’s next, refining your strategy to ensure fulfillment
Connect with your dedicated LPL Financial Advisor today for a no-cost, no-obligation appointment by calling 1-800-999-3961 or visiting americafirst.com.
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. America First Credit Union and America First Investment Services are not registered as broker/dealers or investment advisors. Registered representatives of LPL offer products and services using America First Investment Services and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, America First Credit Union or America First Investment Services. Securities and insurance offered through LPL, or its affiliates are not insured by the NCUA or any government agency, not credit union guaranteed, not credit union deposits or obligations, and may lose value. America First Credit Union 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. America First is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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At America First Credit Union, our chief concern is the financial well-being of members. We strive to provide superior products and services and strengthen the communities we serve.