SAFE Financial Services has been providing wealth management and financial planning strategies for every stage of life for over 35 years. Our holistic approach tailors personalized financial plans designed to help pursue each client’s financial goals and wellbeing.
Our experience with the latest financial planning tools and our strong relationships with regional and national money managers have SAFE Financial Services dynamically positioned to deliver exceptional client experiences.
Financial Advisors are registered with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member SIPC sipc.org). Insurance products are offered through LPL or its licensed affiliates. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. 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
The financial professionals associated with SAFE Financial Services 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.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Company Details
- Employees
- 3
- Address
- 2295 Iron Point Rd Suite 100, Folsom,california 95630,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- | LinkedIn.
- HQ
- Folsom, California
Safe Financial Services Questions
Safe Financial Services's website is https://www.safecu.org/wealth-management
Safe Financial Services's LinkedIn profile is https://www.linkedin.com/company/safe-financial-services
Safe Financial Services has
3 employees.
View email and phone details for 3
employees at Safe Financial Services.
Safe Financial Services's industry is
Financial Services
Safe Financial Services's top competitors are
Gale Strategies,
Rocky Mountain Credit Union,
Safe Credit Union,
Fire Capital Management,
Yolo Federal Credit Union,
Safe Pacific Financial Inc.,
Riverfront Federal Credit Union,
Safe Financial,
Travis Credit Union,
River Valley Community Bank.
Safe Financial Services's categories are Financial Services
