Financial Planning

Pima Federal Credit Union works with LPL Financial to provide you with independent, unbiased advice. Our registered LPL representative has no product quotas so Lisa can customize your portfolio to any financial strategy to fit your lifestyle.

Our LPL Financial Registered Representative, Lisa Zak, can help you learn more about:

1. Investing during turbulent times
2. Business retirement plans (for you and your employees)
3. 401(k) rollovers
4. Estate planning
5. Asset management
6. College planning
7. Financial planning

To set up an appointment to speak to Lisa, please feel free to call at (520) 262-9752 or email Lisa.Zak@LPL.com.

Securities and Insurance Products offered through LPL Financial and its affiliates, a registered investment advisor.  Member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured by Pima Federal Credit Union deposits and are not NCUA insured.  These products are not obligations of Pima Federal Credit Union and are not endorsed, recommended or guaranteed by Pima 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: Arizona, Minnesota, Massachusetts, New Mexico, Washington.

 

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