Your membership with the University of Hawai`i FCU gives you direct access to the people and tools necessary to help you create, manage, and work toward growing your wealth. We are proud to be working with LPL Financial to provide investment and financial planning assistance.
Get professional guidance to meet your financial objectives
- FREE consultation appointments
- Investment/financial planning services provided by LPL Financial
Whether your objectives are preservation of wealth or building your nest egg, we can help. In fact, even if you don’t have an investment strategy yet, we can help you get started by providing access to investment services via an LPL Financial Advisor at our Main branch.
Individual appointments are available at no cost and can address the following services:
- Mutual Funds
- Individual Stocks
- Municipal Bonds
- Life Insurance
- Long Term Care Insurance
- Wealth Preservation
- Estate Planning through LPL Financial
- Retirement Planning
- Strategic Asset Management through LPL Financial
- Investment Portfolio Analysis
- Tax-Advantaged Investing
- College Savings Plans
For more information and a complimentary, no-obligation consultation, please contact our Financial Consultant:
Always very professional and courteous. Going the extra mile and helping out in a caring way.- UHFCU Member
LPL Financial Advisors are part of a national network of independent investment professionals who aid clients with their financial objectives. Whether you would like to strategize for your child’s college fund, prepare for a favorable retirement, or simply find alternative ways to invest your savings, your representative has the experience to provide you with professional guidance and impartial recommendations.
Where will I meet with a financial advisor?
Appointments are held at our McCully Branch and can be scheduled at a time convenient to you.
- Where will I meet with a financial advisor?
University of Hawai`i Federal Credit Union and UHFCU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, HI.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.