|
LPL Financial Services, located at Southland Credit Union, is committed to helping you turn your aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs. Through our partnership with Linsco/Private Ledger (LPL), you have access to the following:
Products & Services
- 401K Rollovers
- IRA Rollovers
- Individual Retirement Accounts
- Tax Deferred Investments
- Business Retirement Plans
- Mutual Funds Retirement Planning
- Annuities
- Insurance Products
- Professional Asset Management
- Financial & Estate Planning
To learn more about these and other investment tools or schedule a FREE consultation, contact:
Rose Marie Stef
Financial Consultant
(562) 936-8714
LPL is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm. |
