Personal Investment
Investment Planning
By making available investment advice at your local credit union branch, we've simplified investing to save you time and money. You'll get objective investment advice on:
- Retirement Planning
- College Planning
- Estate Planning
- Tax-advantage strategies
- Asset Management
- Financial Planning
We make available products such as mutual funds, bonds, government securities, and annuities to assist you in achieving your goals. We also make available investment adviser respresentatives to assist you with your financial planning needs. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Financial Network advisory services agreement and Disclosure Brochure, as provided.
What makes LFCU Investment Services different from the rest?
Over time, you may find your current adviser losing that personal touch. As part of Langley Federal Credit Union, our first priority is providing world-class service to you. We accomplish this by doing our homework, and then some. We start with a due-diligence process, whereby we carefully select the highest quality investment products suitable to your needs. We make careful choices and narrow the vast list of products — mutual fund and insurance companies — to help you select a product that is most suitable for you. We customize your investment plan and take time to truly know you. And most importantly, we maintain the personal touch.
Your Personal Investment Adviser Representative
To make wise investment choices you need to know about tax laws, current and pending legislation, market and bond trends, and have a deep understanding of investing principles. But for many people, committing that kind of time to research isn't possible. That's where we can help. With products available through Financial Network Investment Corporation, an independent managed broker dealer, our experienced and registered team of Personal Investment Adviser Representatives will work with you to create a personal investment strategy to help you reach your financial goals — whether you are saving for retirement, funding a college education, or developing a well-rounded portfolio.
How you can contact us?
Schedule a complimentary consultation by calling (757) 898-0089 or by visiting your nearest LFCU Branch to arrange a meeting. For more information or to contact our team online, contact us
Meet Our Financial Professionals
- Bill Eastburn serving the Coliseum, NASA, and Poquoson branches
- Ann Marie Miller serving the Denbigh, Hayes, Coast Guard, and Williamsburg branches
- Mike Smith serving the Air Force, City Center, Oyster Point, Willow Oaks, and Warwick branches
- Bonnie Fox serving the Aberdeen, Chesapeake, and Yorktown branches
- Adam Deskins, Registered Sales Assistant
Visit the Financial Answer Center
Find easy access to financial topics, get help in seeing and understanding what may be important to you, and be directed to someone who can help.
