Financial Planning

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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 in order to fit your lifestyle.

LPL Financial

Meet Our Advisor

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. 

Securities and Insurance products are offered through LPL Financial and its affiliates, member FINRA/SIPC. Investment advice offered through PFG Advisors, a Registered Investment Advisor. PFG Advisors is a separate entity from LPL Financial. Canyon State Credit Union is not a registered broker-dealer nor affiliated with LPL Financial. 

 NOT NCUA INSURED • NO CREDIT UNION GUARANTEE • 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.

*Document preparation services are provided through Estate Documents Pro, LLC.  Estate Documents Pro, LLC is not affiliated with LPL Financial, Credit Union Financial Network or Canyon State Credit Union.