Our team can help you move forward with confidence.
Where do you see yourself in 5, 10, or 20 years? How can your finances help you pursue those goals? Tough questions. The good news is that we can connect you with the experienced professionals of CCU Wealth Advisors who can provide some solid answers.
Today’s complex and ever-changing financial marketplace makes successful investing more challenging than ever. It’s important to take a team approach to prepare for your financial future. CCU Wealth Advisors are available to help members with all their wealth management needs.
Whether you're a newly married couple, parents planning for a child’s education, or a worker planning for retirement, CCU Wealth Advisors can help you map out a plan for pursuing your financial goals.
Click here to request a no-cost consultation with one of our financial professionals.
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. Commonwealth Credit Union and CCU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CCU Wealth Advisors, and may also be employees of Commonwealth Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Commonwealth Credit Union and CCU Wealth Advisors. The LPL Financial registered representative (s) associated 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 insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency