No matter where life’s journey takes you, America First Investment Services deliver professional, thoughtful advice and an unparalleled service experience. Together, we’ll create a comprehensive plan to fit your needs in the new year and beyond.
We’re partners with LPL Financial (LPL*), the nation’s largest independent brokerage firm and a federally registered investment advisor, offering enhanced tools, resources, and technology.
Our trusted wealth advisors have expertise in:
Connect with your LPL Advisor today for a no-cost, no-obligation appointment by calling 1-800-999-3961 or visit 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.
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.
