Financial Plans That Grow With You.

Whether you are planning for retirement, your child's education or your daughter's wedding, Cinfed Investment Services is here to lend a helping hand.

We can analyze your current situation and design a strategy to help you establish and pursue your goals. 

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A few ways we can help you plan for the future:

Cinfed Investment Services, available through LPL Financial (LPL), offers the opportunity to pursue your financial and investment goals.1

  • IRAs — Traditional, Rollover, and Roth
  • Retirement Planning
  • Investment Analysis
  • Estate Planning Strategies
  • Stocks, Bonds, and Mutual Funds
  • Annuities — Fixed and Variable
  • Retirement Account Analysis
  • Insurance — Including Life, Health, Disability, Long Term Care, and Medicare review

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Disclosure

1Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cinfed Credit Union and Cinfed Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Cinfed Investment Services and may also be employees of Cinfed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cinfed Credit Union or Cinfed Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.