Wealth Management Services
Your Financial Future Shouldn't be Left up to Fate.
When planning for your future, the last thing you want to feel is uncertainty or confusion. Whether you are growing your family, figuring out how to pay for college or planning for retirement or your long-term needs, we've got you covered. Learn how the experienced professionals at Education First Financial Group can help you develop a path toward your financial freedom.
Not sure where to get started? That's okay – the team at Education First Financial Group is here to answer questions and set you on the right path.
Handy Tools at Your Disposal.Whether it's budgeting for retirement, comparing the latest rates or meeting with a veteran professional, managing your finances has never been easier with Education First Financial Group!
Representatives are neither a tax advisor nor attorney. For information regarding your specific tax institution, please get in touch with a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
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. Education First Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Education First Financial Group, and may also be employees of Education First Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Education First Federal Credit Union. 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|
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with the 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.
Check the background of this investment professional on FINRA's BrokerCheck.
Education First Federal Credit Union (EFFCU) provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay EFFCU for these referrals. This creates an incentive for the EFFCU to make these referrals, resulting in a conflict of interest. EFFCU is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.