As a full-service brokerage office, our representatives understand your needs and can help you understand which investment products are most appropriate for your situation. We offer an assortment of quality, non-proprietary investments including:

• Managed asset plans - professional fee-based portfolio management through Linsco/Private Ledger
• Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
• Cash flow analysis - for everyday budgeting
• College planning - long-term planning to ensure you’re ready when your children are
• Retirement planning - an investment strategy to help you meet all of your retirement goals
• Estate Planning - preserve the maximum amount of wealth possible for your beneficiaries

Call or e-mail us for a no-obligation appointment to learn more about these topics or other areas of investing.

Logon to your LPL Financial Investment Account

Valuable Investor Resources and Information

Investor Education Library - Review investment information on many topics including cash management, education funding, estates & trusts, and investing.
Click here, then select Investment Tools > Resource Library.

Investment Calculators - Access interactive investment calculators on a variety of topics ranging from saving for a car, a home, a college education, retirement and other important events.
Click here, then select Investment Tools > Financial Calculators.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, IL, MO, NJ, NV, NY, OR, PA.

Investment securities products are offered through LPL Financial, an independent broker/dealer, member FINRA/SIPC. Investment securities products are not deposits of, obligations of, or guaranteed by AFTRA-SAG Federal Credit Union and are not insured or guaranteed by the NCUA or any other government agency. Investment Securities Products involve investment risks, including the possible loss of principal. Financial Services Group consultants are employees of AFTRA-SAG Federal Credit Union and are licensed/registered representatives with LPL Financial. AFTRA-SAG Federal Credit Union and LPL Financial are not affiliated and are two separate entities. David Gabai, CA insurance license 0820139, Tom Bramson, CA insurance license 0A48951 and Christine Stern, CA insurance license 0C27085.