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  • Published Date

    July 18, 2022
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What kind of advice does the owner of a financial institution get? You can find out by calling 401-233-4337 Because at the other end of that number is a team of financial advisors ready to help you with anything from investment strategy to insurance coverage to retirement planning. Located at Navigant Credit Union, it's the kind of personal attention only an owner gets. NCUWEALTH Not insured by NCUA or Any Other Government Agency 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. Navigant Credit Union and NCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NCU Wealth Management, and may also be employees of Navigant Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Navigant Credit Union or NCU Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value What kind of advice does the owner of a financial institution get ? You can find out by calling 401-233-4337 Because at the other end of that number is a team of financial advisors ready to help you with anything from investment strategy to insurance coverage to retirement planning . Located at Navigant Credit Union , it's the kind of personal attention only an owner gets . NCUWEALTH Not insured by NCUA or Any Other Government Agency 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 . Navigant Credit Union and NCU Wealth Management are not registered as a broker - dealer or investment advisor . Registered representatives of LPL offer products and services using NCU Wealth Management , and may also be employees of Navigant Credit Union . These products and services are being offered through LPL or its affiliates , which are separate entities from , and not affiliates of , Navigant Credit Union or NCU Wealth Management . Securities and insurance offered through LPL or its affiliates are : Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value