Partners Federal Credit Union
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Invest in your future with Partners.
Whether you’re new to investing or ready to reevaluate your existing strategy, you’ll benefit from our full suite of wealth management offerings. Partners offers access to a holistic investment, retirement, insurance and full financial planning strategies. Are you ready to work towards economic independence and enhance your quality of life? Take a look at the investment and retirement services we offer for each stage of your journey.
Meet a Wealth Advisor
With offices in California and Florida, we have a team of Wealth Advisors to help you navigate through life’s financial challenges. We develop relationships with our clients and tailor our advice to your unique situation. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Retirement
Finding the right mix of tax deferred, tax-free, and taxable income is key to addressing your goals. Meet with an Advisor about IRAs and other investment options to create your optimal portfolio.
Retirement Resources
Investments
There are plenty of ways to invest your money, and we will help you determine which one is most appropriate for you.
Investment Options
Financial Planning
Plan for your short-term and long-term goals with us. Whether you want to purchase a home, plan for college, or retire in Hawaii, you can aim to make your financial dreams come true.
Financial Planning
Life & Long Term Care Insurance
Prolonged illness, death or disability can cause financial devastation. Make sure you and your loved ones have the funds and support you need to get through challenging times.
Life & Care Insurance
Trust & Estate Planning
Estate planning is really about the living – ensuring that the physical, financial and lifestyle needs are protected when their loved ones are no longer there to provide for them.
Trust & Estate Planning
Tax Strategies
Meet with an Advisor to determine ways to optimize your portfolio using taxable and tax-free investment strategies.
Tax Strategies
Visit the Retirement & Wealth Management Center
Unlock professional guidance. From investment and retirement to insurance and taxes, find videos, presentations, articles and more to help you understand what wealth management means to you. Plus, access calculators that can give you a jump-start on your financial planning.
Access Your LPL Account
Visit the LPL MyAccountView site to log in and manage your investments.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (memberFINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Partners Federal Credit Union and Partners Retirement and Wealth Management are notregistered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Partners Retirement and Wealth Management and may also be employees of Partners Federal Credit Union.
These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Partners Federal Credit Union or Partners Retirement and Wealth Management. 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 |
LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents 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 visithttps://www.lpl.com/disclosures/is-lpl-relationship-disclosure.htmlfor more detailed information.
