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. Contact us |
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Wealth Management Product Comparison View
Advisory Services
Complete Wealth Management
Hands-on approach
Comprehensive solutions
*Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. SEFCU and SEFCU Wealth Management Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not NCUA Insured |
Not Credit Union Guaranteed |
May Lose Value |
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Not Guaranteed by any Government Agency |
Not a Credit Union Deposit |
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