Freedom First Wealth Management's advisors can assess your financial situation, review your investment goals, and develop custom-tailored wealth management strategies that help you pursue those goals.
Check the background of this firm on FINRA's BrokerCheck.
We have aligned with LPL Financial, one of the leading financial services companies and the largest independent broker-dealer in the nation.* Working with LPL means your advisor has access to independent data and open product architecture, and you have access to integrated technology that allows you to monitor your investments anytime, anywhere.
* As reported in Financial Planning Magazine, 1996-2015 based on total revenue.
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Advice and guidance on a wide array of topics.
- 401K guidance
- Roth IRA, SEP IRA and SIMPLE Plans
- Traditional IRA
- Withdrawal strategies
Plan early and plan wisely to give your children the advantage of a college education.
- 529 Plans
- UGMA accounts
- State savings plans
Guidance on mutual funds, bonds, and other traditional forms of investing
- Mutual Funds
- Income Investing
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Freedom First Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Freedom First Federal Credit Union and are not endorsed, recommended or guaranteed by Freedom First 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.
Investment advice offered through Level Four Advisory Services, a registered investment advisor. Level Four Advisory Services, Freedom First Federal Credit Union, Freedom First Wealth Management, and LPL Financial are separate entities.