USE Investment Services: Helping Turn Your Dreams into Reality
We've teamed up with LPL Financial to expand your investment opportunities beyond traditional savings alone. In fact, our members even have their own dedicated financial advisor.
Some of the investment products and services you have access to include:
- Professional asset management
- Individual stocks and bonds
- Mutual funds
- Tax-deferred annuities
- Insurance products
- Education planning and 529 plans
- Estate planning
Get a Free Retirement Review
Whether you're new to investing or would like a second opinion on your current retirement plan, we're here to help. Retirement reviews are free with no obligation.
Contact Your Financial Consultant
If you require immediate service on your account, please contact our LPL Financial Advisor Assistant, Danielle Dupuy. Danielle will be able to direct you to the right resource to serve your investment and insurance needs during this transition.
LPL Financial Advisor Assistant
USE Investment Services
3100 Gilman Dr.
La Jolla, CA 92093
|NOT NCUA INSURED||NOT CREDIT UNION GUARANTEED||MAY LOSE VALUE|
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.