Financial Planning Services
Plan for tomorrow, today!  

 

 

Canyon State 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.

 

To learn more, click on one of the links below

As a result of our partnership, you can receive access to a full array of financial planning and investment services at your local Canyon State branch.  Available products and services include:

  • Free 401(k) Reviews
  • Retirement Strategies
  • Insurance Strategies
  • Mutual Funds/Stocks/Bonds
  • Tax-Deferred Investments
  • Estate Planning

We value your membership and look forward to continually expanding our services in an effort to fulfill all of your financial needs. 

 




Securities, Financial Planning and Insurance products are offered through LPL Financial and its affiliates, Member FINRA/SIPC and a SEC Registered Investment Advisor.  Canyon State Credit Union is not a registered broker-dealer nor affiliated with LPL Financial.

NOT NCUA INSURED   I   NO CREDIT UNION GUARANTEE   I   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.

 

Question?