Members First Investment Services
Your financial well-being matters to us. We know it might be overwhelming to think about planning for retirement, how you’re going to help your kids pay for college or even simply managing your monthly budget - but we are committed to helping you work towards financial independence.
Our team will find strategies to help you save and invest for your future, your family and your financial independence. We’ve partnered with LPL Financial as our new broker/dealer for the advisors with Members First Investment Services to offer many financial planning resources to help you work towards reaching your financial goals.
- Money management
- Insurance planning
- 401(k) planning
- Retirement planning
- Estate conservation
- Investment planning
- Business planning
- Education funding
Don’t let the years pass by without having your financial future planned.
Schedule an Appointment with Michael J. Johnson by emailing firstname.lastname@example.org.
Members First Investment Services is an assumed name of Members First Credit Union
The LPL Financial registered representatives assosicated 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.
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. Members First Credit Union and Members First Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Members First Investment Services, and may also be employees of Members First Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Members First Credit Union or Members First Investment Services. Securities and insurance offered through LPL or its affiliates are:
Members 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. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
We have a variety of financial calculators to assist you with your finances. Utilize these free tools to calculate retirement savings, plan your savings, estimate social security benefits, create budgets, and more!Go to main navigation