Investment Planning
Learn how to make the most out of your money
The thought of investment planning can be intimidating–you may feel like you lack the knowledge or guidance to get started, or you’re concerned about the possibility of losing your investment, especially if you are working within budget limitations.
Here are a few investment planning features you can expect:
- Diverse Investment Options, including mutual funds, annuities, and more.
- Experienced Financial advisor to help guide you in making informed investment decisions.
- Convenient Investment monitoring directly from your phone, tablet, or computer.
Professional Strategies
How to Get Started
Contact IC’s financial advisor (978) 353-1330
Disclosure: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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. IC Credit Union and IC Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using IC Investment Services, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, IC Credit Union or IC Investment Services. Securities and insurance offered through LPL or its affiliates are:
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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 for more detailed information.
The LPL Financial registered representatives 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.
For additional information, please visit www.lpl.com/CRS.
