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Looking to learn more about how to prepare for your future? Fill out the form below to request a meeting with Sal Guerrero, Vice President of Wealth Management at Education First Financial Group. Our team will be in touch and get you set up during a time that is convenient for you.
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. FR-3382579.1-1220-0123
Check the background of this investment professional on FINRA's BrokerCheck.