SEFCU Wealth Management Services

Our LPL Financial Advisors provide comprehensive financial planning and wealth management advice to help you pursue your financial goals - from paying for college to retirement planning. They understand that today's markets are more complicated than ever and it's increasingly difficult to plan for retirement or to find income in today's low yield environment. Our professional LPL Financial Advisors will work with you to develop a customized plan that takes into consideration your unique situation and long-term goals. The financial professionals associated with SEFCU Wealth Management 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. 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. SEFCU and SEFCU Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SEFCU Wealth Management Services, and may also be employees of SEFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SEFCU or SEFCU Wealth Management Services. Securities and insurance 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