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Investments

Grow your money, plan for your future.

Brought to you by the US Eagle Investment Services®

US Eagle Investment Services® has a dedicated Investment Representative, located at US Eagle Federal Credit Union.  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

 

If you have an existing relationship with LPL and have questions, please call 833-921-4685.

We can help you achieve your financial goals by providing additional information about these investment and retirement products, and can assist you with any questions you may have.

 

Services Offered

Retirement Planning

With US Eagle Investment Services®, you can get help setting goals for your retirement journey, designing and implementing a retirement income plan, and staying on track.

Investments

US Eagle Investment Services® provides guidance and assistance to help you plan for the future.

Education Funding

College costs continue to skyrocket, outpacing increases in income. Without careful planning, your children could find paying for higher education difficult.

There are also special accounts specifically designed to help you save for college. The two most popular are the Coverdell Educational Savings Account (ESA) and the 529 College Savings Plan. They’re both tax-advantaged ways to grow your money. Start by working with a financial professional located at US Eagle Federal Credit Union today!

Estate Planning*

Our financial professionals can help guide you and answer questions on estate conservation, and discuss the purpose of a trust and ramifications of carrying out your wishes.

Mutual Funds

A mutual fund is an investment company that pools money from many people and invests it in stocks, bonds or other securities. Each investor owns shares; each share represents a tiny portion of each individual security held by the fund. An investment professional handles the purchase and sale of individual securities in the fund, based either on an index or on his or her professional expertise. Investors may buy shares (or portions) directly from the fund or through registered individuals such as your financial professional.

Working with LPL, you can choose options including money market, stock funds, bond funds and exchange-traded.


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