Wealth Management

Experienced professionals provide advice you can count on.

You’ve worked hard for your money. Now you want to grow it into something bigger to provide for you and your family.

The destination is simple: Greater wealth. But the road to reaching it is paved with uncertainty, and possible risk. That's why you want to work with people who understand stocks, bonds and other investment vehicles perfectly and can explain them clearly. That's the experienced Wealth Management team at TCU Investment Services. It's your future. But we can help you build it.

Assistance in building and preserving wealth potential and providing for your heirs
High level of professional service that combines financial and investment advice
Access to investment products such as stocks, bonds, annuities and mutual funds
Services and tools to help keep you on track for your financial goals

Disclaimer

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. TCU Investment Services and Teachers Credit Union (TCU) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TCU Investment Services, and may also be employees of TCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TCU or TCU 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

Your Credit Union ("TCU") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay TCU for these referrals. This creates an incentive for TCU to make these referrals, resulting in a conflict of interest. TCU is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.

The LPL Financial registered representative(s) 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.