Investment Options

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Searching for a trusted investment professional?
Need someone to help you make informed choices?
Unsure how to build a portfolio that fits your needs? 

Desert Schools Financial Services, a wholly-owned subsidiary of Desert Schools Federal Credit Union, works with LPL Financial to offer you Investment Options for personal growth and security. LPL Financial Advisors can help you navigate through a sea of quality, non-proprietary investments, including mutual funds, annuities, stocks and bonds. Simply click the button below, email financialservices@desertschools.org or call (602) 336-5531 to schedule a free, no obligation appointment with an LPL Financial Advisor.

   

Investment Options
  • Free, no obligation account review
  • Retirement planning
  • College planning
  • Asset allocation
  • Estate planning
  • Insurance review
  • Investment advisory services
  • 401(k) rollovers
  • IRA, Roth and SIMPLE/SEP IRAs
  • Teachers TSA/403(b)
Members may also be interested in LPL Financial's College Investment Planning.

Not NCUA Insured     May Lose Value     No Credit Union Guarantee

Securities, advisory services and some insurance services are offered through LPL and its affiliates, member FINRA/SIPC. LPL Financial is a Registered Investment Advisor (RIA). Desert Schools Financial Services and Desert Schools Federal Credit Union are not affiliates of LPL Financial.

©2014 Desert Schools Federal Credit Union