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Investment & Retirement Planning

Make the most of your financial wealth

Investments & Retirement Planning

For help with retirement and long term financial planning, turn to Fibre Financial Group. The Fibre Financial Group program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Three LPL Financial Advisors are located at Fibre Federal and are available to consult with clients at no cost. Reach out today to request a no cost, no obligation consultation.

 

 

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

 

Schedule an appointment with a Fibre Financial Group
LPL Financial Advisor at 360-414-4224.

Services Include:

  • 401(k) Transition Assistance
  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Wealth Management

Securities 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. Fibre Federal Credit Union and Fibre Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Fibre Financial Group and may also be employees of Fibre Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Fibre Federal Credit Union or Fibre Financial Group. 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

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the
states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

​Your Credit Union (Fibre Federal Credit Union) provides referrals to financial professionals of LPL Financial LLC (LPL) pursuant to an agreement that allows LPL to pay Fibre Federal Credit Union for these referrals. This creates an incentive for Fibre Federal Credit Union to make these referrals, resulting in a conflict of interest. Fibre Federal Credit Union is not a current client of LPL for advisory services. Get more detailed information here.

LPL Financial Form CRS

574315-01-04
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