Investment Services

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 Advisors and Certified Financial Planners, Tedd Bell and Phil McNulty, are available to help you with investment matters such as:

Other Services Provided

TOPCU partners with LPL Financial to have Registered Representatives available at each branch to advise members about investment opportunities. To schedule your free no-obligation consultation, give us a call at (520) 881-6262 or stop by any branch location and ask to speak with a financial advisor.

You can also contact these Registered Representatives directly. Reach Tedd at (520) 918-0410 or Phil at (520) 918-0340.

Securities and insurance products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. TOPCU is not an affiliate of LPL Financial. LPL Financial is a registered broker/dealer, a member of NASD/SIPC and a registered investment advisor in certain states, including Arizona. Securities and insurance products offered by LPL Financial are not products of TOPCU 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.

Disclosure:

|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|

Rates

Rates may be fixed or variable and may include discounts or other promotional conditions. Rates are subject to change without notice.