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Wealth Management Services

SEFCU Wealth Management Services provides comprehensive financial planning and wealth management advice to help you pursue your financial goals — from paying for college to retirement planning. We understand that today’s markets are more complicated than ever and it’s increasingly difficult to plan for retirement or to find income in today’s low yield environment. Our professional LPL Financial Advisors will work with you to develop a customized plan that takes into consideration your unique situation and long-term goals.

If you are located in the Capital Region and would like to schedule a free,
no-obligation meeting with a LPL Financial Advisor, e-mail SEFCU@lpl.com or call 518-862-1955.