Financial Planning to pursue Financial Freedom
Team One Investment Services advisors offer securities through LPL Financial; Member FINRA / SIPC as our broker/dealer. LPL Financial makes available a variety of investment and insurance programs including Traditional and Roth IRAs, Mutual Funds, Fixed Annuities, Variable Annuities, 403b Plans, Long Term Care Insurance and Life Insurance.
As a credit union member, you are entitled to a free review of your finances and a professional opinion about your investment options.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA / SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Team One Investment Services and Team One Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Team One Investment Services, and may also be employees of Team One Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Team One Credit Union or Team One Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with resident 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.
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.