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.
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 Investment Services is an assumed name of Members First Credit Union.