We know one size doesn’t fit all
That’s why we’ve designed wealth management to fit your lifestyle.
Your financial well-being is in capable hands.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community Resource Federal Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of Community Resource Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Resource Federal Credit Union. 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
Community Resource Federal Credit Union 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 advisory services.