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 LPL Financial
• 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

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.

Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. The investment products sold through LPL Financial are not insured by AFTRA-SAG Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the AFTRA-SAG Federal Credit Union and not endorsed, recommended or guaranteed by AFTRA-SAG Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Financial Services Group consultants are employees of AFTRA-SAG Federal Credit Union and are registered representatives with LPL Financial. AFTRA-SAG Federal Credit Union and AFTRA-SAG Financial Services Group are not registered broker/dealers and are not affiliated with LPL Financial. Christine Stern, CA insurance license 0C27085.