Focusing on Your Future

Financial Consultants

Working for a better financial future

You can speak with a Financial Consultant regarding mutual funds, tax-deferred annuities and life insurance. Our Financial Consultants are experienced, registered and licensed professionals trained to tailor each investment plan to address your individual needs and are conveniently located at the Financial Partners branches. To arrange for a complimentary financial consultation, call our Financial Consultants, stop by your local Financial Partners branch, or make an appointment online.

Our Financial Consultants are ready to help!    Make an Appointment

Not NCUA Insured
No Credit Union Guarantee
May Lose Value

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Financial Consultants are registered with and securities are offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial Partners Credit Union and Financial Partners Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. Advisory services offered through LPL Financial, a registered investment advisor. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.