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Credit Union members have access to a wide array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products.
Our goal is to help you turn your aspirations and financial dreams into a reality. Our dedication is firmly rooted in our goal to provide access to high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.
Whether you are planning for retirement, higher education, your estate, or just need to rethink your investment strategies, First Peoples Wealth Management Services will help you effectively pursue your goals by providing you with a comprehensive financial plan.
Through our relationship with LPL Financial, we can evaluate your plan relative to your current goals, and also for long-term effectiveness. While we help you plan for the present, have confidence that we are focused on your future, as well.
We offer access to:
- Professional Asset Management
- Retirement & Education Planning
- Insurance Products
- Stocks, Bonds & Mutual Funds
- Fixed & Variable Rate Annuities
- Financial & Estate Planning
Call us today!
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.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, DE, FL, IL, KY, MD, MS, NV, NY, NC, PA, TN, VA, WA, WV
FINRA – www.FINRA.org | SIPC – www.sipc.org