http://www.finra.org/First Peoples CFCU Business Banking

Business Investing

We can help develop a plan for your company’s success! Through a relationship with LPL Financial, First Peoples Wealth Management Services offers a comprehensive range of products and services. We are ready to help you navigate throughout the financial choices available to your business, and help you get where you want to be 10 months from now, 10 years from now – and through retirement.

Our team takes the time to understand your unique situation, goals and business needs. We strive to make the process easy as we create a personalized plan aimed at growing your company’s assets and preserving your personal wealth.

We’ll partner with you as we explore the options available to your company and help you to invest wisely. We’ll work closely to develop a strategic plan to preserve what you’ve worked hard for already, and to ensure a plan for your company’s future.

Working with us gives your business access to a wide range of financial products:

  • Group Plans
  • Stocks & Bonds
  • IRA’s
  • Tax Efficient Investment
  • Business Retirement Plans
  • Mutual Funds
  • Retirement Planning
  • Annuities

Financial Advisors of First Peoples Wealth Management Services are Registered Representatives with LPL Financial. Securities and Advisory Services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. First Peoples Community Federal Credit Union and First Peoples Wealth Management Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured First Peoples Community Federal Credit Union deposits and are not NCUA insured. These products are not obligations of First Peoples Community Federal Credit Union and are not endorsed, recommended or guaranteed by First Peoples Community 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.

FINRA – www.FINRA.org | SIPCwww.sipc.org

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financials U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.