Financial Planning Services
Plan for tomorrow, today!
Alhambra Credit Union recognizes that your investment needs may go beyond what traditional financial institution products can offer. Therefore, we are pleased to announce our association with LPL Financial, a leading provider of investment and insurance products and services through credit unions. Our LPL Financial Advisors have no product quotas, so they can customize your portfolio to just about any financial strategy to fit your lifestyle.
To learn more, click on one of the links below
As a result of our relationship, you can receive access to a full array of financial planning and investment services at your local Alhambra Credit Union branch. Available products and services include:
- Free 401(k) Reviews
- Retirement Strategies
- Insurance Strategies
- Mutual Funds/Stocks/Bonds
- Tax-Deferred Investments
We value your membership and look forward to continually expanding our services in an effort to fulfill all of your financial needs.
The Registered Representative(s) located at Alhambra Credit Union is/are registered representative(s) with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.. Alhambra Credit Union is not a registered broker-dealer nor affiliated with LPL Financial.
NOT NCUA INSURED | NO CREDIT UNION GUARANTEE | MAY LOSE VALUE.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's 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.