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.  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 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

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 Canyon State Credit Union is/are registered representative(s) with, and securities 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.

*  Financial Plans that may be generated through Plan4Tomorrow.com should not be interpreted as investment advice or as an alternative for individual recommendations.  LPL Financial does not endorse, or approve of, and is not affiliated with Plan4Tomorrow.com or the output associated with the service.  LPL Financial does not give tax or legal advice.  The output generated from Plan4Tomorrow.com may be used with your LPL Financial Registered Representative during the course of normal suitability analysis for security or insurance recommendations.

**Document preparation services are provided through Certified Document Solutions (CDS).  Certified Document Solutions, an Arizona Certified Legal Document Preparation Company (CLDP 80670).  CDS is not affiliated with LPL Financial, Credit Union Financial Network or Canyon State Credit Union.