Management

Diversify your portfolio

Receive personalized guidance

Your financial goals are within reach

Couple examining finances

Whether you're starting from square one or you're an experienced investor, our team can save you time by thoroughly explaining all of your options and best possible scenarios. Careful management and objective advice are the hallmarks of financial management with Education First Financial Group.​

Investment Management

Your goals are always in sight, from the time we create a strategy to our ongoing monitoring and adjustments.

Portfolio Management

Access an array of options, including mutual funds, stocks and bonds, annuities, Individual Retirement Accounts and more.

Wealth Management

We'll help you manage your assets and minimize your tax exposure**. 

 

Representatives are neither a tax advisor nor attorney. For information regarding your specific tax institution, please contact 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 Financial Group. 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. FR-3382579.1-1220-0123

Check the background of this investment professional on FINRA's BrokerCheck.