SEFCU Wealth Management Investment Services

Overview

Comprehensive investment and retirement solutions.

The advisors at SEFCU Wealth Management Services are here to help. Together with LPL Financial, the largest independent broker-dealer in the country*, the advisors at SEFCU Wealth Management Services can offer comprehensive solutions that can help you pursue your long-term goals.

 SEFCU Wealth Management Services Logo

 

Our approach

We utilize a simple, four-step process:

At SEFCU Wealth Management Services, our advisors take a holistic approach to providing advice by looking at your complete financial picture – including your goals, time frames, and future plans – in order to provide suitable advice. Then, we'll work together to identify gaps in your current plan and develop strategies to help you pursue your financial goals.

  1. Discovery: Learn about you and your unique situation 
  2. Planning: Utilize that data to create a customized financial plan 
  3. Strategies: Present strategies to help you pursue your goals 
  4. Monitoring: Review and monitor your progress through regularly scheduled meetings
 SEFCU Wealth Management Services team

 

Learn More

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Investment Services

Complete Wealth Management

Hands-on approach

Comprehensive solutions

 

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More to think about...

 *As reported by Financial Planning Magazine, June 1996-2018, based on total revenue.
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. SEFCU and SEFCU Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SEFCU Wealth Management Services, and may also be employees of SEFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SEFCU or SEFCU Wealth Management Services. Securities and insurance offered through LPL or its affiliates are: