As your trusted financial institution, US Eagle offers experienced, knowledgeable professionals to help you build a strategy that works for your needs and goals. The US Eagle Investment Services program is offered through LPL Financial*, a broker/dealer focused on serving credit union members. For more information about LPL Financial, please visit lpl.com.
- Investment services
- Retirement planning and services
- Education planning and funding
- Wealth management
- Insurance services
- Annuities
- Real Estate Investment Trusts (REITs)
When developing your personalized financial strategy, our Investment Advisor Representatives will take into account your:
- Investment goals and objectives
- Time horizon
- Cash flow needs
- Financial resources
Our Investment Representatives have the experience and knowledge to assist you with your unique needs, including 401(k) and Thrift Savings Plan (TSP) Rollovers. Rest assured that you will receive exceptional service.
Dante Berry
LPL Investment Advisor Representative
(505) 342-8930
d.berry@lpl.com
3939 Osuna RD NE
Albuquerque, NM 87109
Check the background of these financial professionals on FINRA's Broker Check.
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. US Eagle Federal Credit Union and US Eagle Investment Services® are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using US Eagle Investment Services® may also be employees of US Eagle Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, US Eagle Federal Credit Union or US Eagle Investment 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 |
|---|
*Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.
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.
FR-3400897.1-0121-0223