SEFCU Wealth Management Services*

Advisers provide comprehensive financial planning and wealth management advice to help you pursue your financial goals - from paying for college to retirement planning. Our advisers 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.

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Wealth Management

Investment Services

Complete Wealth Management

Hands-on approach

Comprehensive solutions


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About the Team

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More than 60 years' combined experience.



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Education Investment (529 Plans)

College Planning Starts Here

Tax-free growth



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*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.
The LPL Financial representatives associated with this Website may discuss and/or transact securities business only with residents of the following states: CA, CT, FL, MA, ME, NC, NJ, NY, PA, UT, VA, VT, and WI.
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