We offer a full range of investment options that are built around your needs. Our top priority and commitment is to provide you with the services and solutions to work toward building, preserving and managing your wealth.
You have financial objectives in mind – planning for early retirement, starting a business, living comfortably. We offer the advice, financial solutions and investing tools that you expect from a meaningful experience.
Keeping you at the forefront of meeting your financial goals. We offer solutions, recommendations, information and helpful resources that are valuable to you.
Our team of experts is ready to meet you. We guide you to make informed decisions to help keep you on track every step of the way.
* Check the background of our Financial Advisors on FINRA's BrokerCheck
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRAOpens a new window/SIPCOpens a new window). Insurance products are offered through LPL or its licensed affiliates. Technology Credit Union (Tech CU) and Tech Investment Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Investment Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Investment Management. The Tech Investment Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.
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
Your Credit Union (“Financial Institution”) 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 Opens a new window for more detailed information.
Check the background of our Financial Advisor on FINRA's BrokerCheck site. Opens a new window