LPL Financial located at Kitsap Credit Union
Financial Planning • Investment Strategy • Free Consultation
Welcome to LPL Financial located at Kitsap Credit Union. We offer a wide range of financial services exclusively to our members. Our goal is to help you build a sound financial future and help you protect it.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our LPL Financial registered representatives maintains a constant commitment to putting service first.
Our full-service financial consultants offer clients an assortment of quality, non-proprietary investment choices. Our products and services include:
Tax-advantaged investing - to reduce your tax liability and let more of your money work for you.
Retirement planning - to design an investment strategy to help you meet your retirement goals.
Estate planning - for preservation of wealth from generation to generation.
Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact us. We can help you make sense of today's investment climate.
Our Representatives
| Jon Schultz CFP |
| Vern "Ed" Barg |
| Cathy Virnoche |
Links:
Securities and insurance products offered through LPL Financial & its affiliates. Member FINRA / SIPC.
| Not NCUA Insured | No Credit Union Guarantee | May lose value |
Kitsap Credit Union is not registered broker/dealer and is not affiliated with LPL Financial
This site is designed for U.S. residents only. The services offered within this side are available exclusively though our U.S. Investments Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
