Meet our Financial Advisor Team

 

Our experienced team of Investment Consultants are dedicated to our member’s service and work hard. Our team is available to help you plan for retirement while balancing your other financial goals.

 

Our professionals can advise you in the following areas:

• Retirement strategy and planning

• Investment planning and asset allocation

• Designing your retirement income plan

• Education funding

• Insurance planning

 

LPL Financial Advisors

Schedule an Appointment with David           Schedule an Appointment with Josh

 

 

Check the background of these investment professional on FINRA Broker Check.

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Insurance products are offered through LPL or its licensed affiliates. Together Credit Union and Together Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Together Investment & Retirement Services, and may also be employees of Together Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Together Investment & Retirement 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

The LPL Financial registered representative(s) 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.

LPL Financial Form CRS