USE Credit Union
Investments & Insurance

Investment Services

USE Investment Services: Investing In Your Future

USE Credit Union and LPL Financial have teamed up to expand your investment opportunities beyond traditional savings alone. As the nation's leading independent broker/dealer* LPL Financial provides a comprehensive array of investment opportunities to help members like you pursue your financial goals. Your LPL financial advisor only serves USE Credit Union members and is highly experienced in all aspects of investing.

Investments Tailored To Your Financial Goals
The list of investment options seems to grow every year, making it nearly impossible for most people to plan for their own retirements. That's where your LPL Financial advisor can help . He'll assess your risk tolerance and retirement goals, then establish financial road map to help keep you on track. Some of the investment services available to you include:

  • Professional asset management
  • Individual stocks and bonds
  • Mutual funds
  • Tax-deferred annuities
  • Insurance products
  • Education planning and 529 plans
  • Estate planning

Unbiased Advice and Research
LPL Financial doesn't offer its own line of mutual funds or other proprietary products. Nor do they provide investment banking services to Wall Street. That means they're truly independent and focused on helping small investors make smart retirement decisions. So instead of limiting your options to certain investments or brand names, your LPL Financial advisor can seek out suitable options from the nation's top money managers and investment names.

Get Free Retirement Review
Whether you're new to investing or would like a second opinion on your current retirement plan, LPL Financial is here to help. Retirement reviews are free with no obligation. Just call 866.USE.4.YOU to set up an appointment today.

Southern California                                                                                                                                                                                                                                                    

Jim Froman
LPL Financial Advisor

CA Insurance License # 0D57554
Direct Line: 619.337.3985

 

 
NOT NCUA INSURED NOT CREDIT UNION GUARANTEED

MAY LOSE VALUE

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

*As reported by Financial Planning magazine, June 1996-2016, based on total revenue. The Financial Consultants of USE Credit Union are registered representatives with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA and SIPC. Insurance products offered through LPL Financial or its licensed affiliates. USE Credit Union and USE Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

THE LPL FINANCIAL REGISTERED REPRESENTATIVES ASSOCIATED WITH THIS SITE MAY ONLY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS WITH RESIDENTS OF THE FOLLOWING STATES: CALIFORNIA, COLORADO, FLORIDA, OREGON, VERMONT AND WASHINGTON.

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