Tucson Old Pueblo Credit Union partners with LPL Financial to assist members in preparing for the future and securing a financial strategy. Our LPL Financial Advisor and Certified Financial Planner, Tedd Bell, is available to help you with such investment matters as:
[401K, 457 and DROP rollovers | Tax-advantage strategies]
[Insurance | Investments | Long-term care coverage]
[Roth & Traditional IRAs | Free portfolio reviews]
[Retirement planning | Financial education | College savings]
Tucson Old Pueblo Credit Union also has LPL Financial Registered Representatives available at each branch to advise members about investing in fixed annuities. To schedule your free no-obligation consultation, give us a call at (520) 881-6262 or stop by any and ask to speak with a Financial Advisor or a Registered Representative. Reach Tedd directly at (520) 918-0410.
The Registered Representatives located at Tucson Old Pueblo Credit Union are registered representatives with, and securities and insurance products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. Tucson Old Pueblo Credit Union is not an affiliate of LPL Financial.
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through the U.S. Registered Representatives. LPL Financial’s U.S. Registered 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.
LPL Financial is a registered broker/dealer, a member of NASD/SIPC and a registered investment advisor in certain states. Securities and insurance products offered by LPL Financial are not products of Tucson Old Pueblo Credit Union and are not insured by any Federal agency. Investment products are subject to investment risks including possible loss of principal. LPL may receive commissions in connection with insurance or securities transactions conducted through it.
|NOT NCUA/NCUSIF INSURED| NOT GUARANTEED BY THE CREDIT UNION|
|NOT A DEPOSIT OF THE CREDIT UNION| NOT INSURED BY ANY GOVERNMENT AGENCY|
|MAY LOSE VALUE|