Investment Services

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.

Tammy Claramunt-Kibbe, LPL Financial Advisor, is trained and licensed to provide assistance with financial wealth management and has many years of experience in helping Members manage their investments and work toward long-term financial success. Get a customized program designed to help manage your wealth, while receiving a high level of personalized service.

To contact Tammy for an appointment or referral, please call 989-272-0024 or her business cell at 989-326-0511.

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:

Not insured by NCUA or any other government agency. Not credit union guaranteed. Not credit union deposits or obligations. May lose value

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.

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