Investment & Retirement Services

Planning With Purpose

Our Mission...

To provide our members with responsive service, consumer education and convenient access to financial products and services that add value to your life.

Our Commitment...

We are committed to offering our members the opportunity to achieve economic independence and enhance their quality of life.

We take a holistic approach to our members' financial well being through education and purposeful planning for each stage of your journey.

Our Professional Services...

  • Professionally Managed Accounts
  • Tax-Free Investments
  • Tax-Managed Investments
  • Retirement Income Planning Strategies
  • Estate Planning and Wealth Transfer Strategies
  • Retirement Planning - Traditional IRAs, Roth IRAs, 401(k) and 403(b) Accounts
  • Portfolio Review and Financial Management Analysis
  • College Savings - 529 Plans and Coverdell Education IRAs
  • Small Business Retirement Planning - Simple IRAs, SEP-IRAs and 401(k)s
  • Insurance Needs Analysis

Our Team...

In today's uncertain economy, making wise financial decisions is more important than ever. You also need help from someone you can trust to keep your best interest in mind. That's where we come in. To learn more about how we can help you navigate through life's financial challenges, please contact the Financial Advisor at your branch.

Your Journey...

Are you concerned about having enough money to retire when you want to? Would you like to better manage your debt and spending habits? Are you wondering how you are going to help pay for your children or grandchildren's education? Do you have a contingency plan that efficiently uses insurance and estate planning? A financial plan is the first step to understanding the answers to these questions. Contact your Financial Advisor.

Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Arizona State Credit Union is not a registered broker-dealer nor affiliated with LPL Financial.

NOT NCUA INSURED NO CREDIT UNION GUARANTEE MAY LOSE VALUE

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.


 

Contact Us

LPL Financial located at Arizona State Credit Union

2355 W. Pinnacle Peak Rd.
Phoenix, AZ 85027
1-877-566-0517

Financial Advisors:

Scottsdale, Monroe, Pinnacle Peak, ASU West, and Glendale branches
(602) 467-4009

Tempe, San Tan, and Gilbert branches
(602) 644-4608

Prescott Valley, Prescott, and Chino Valley
(928) 649-7314

Tucson
(520) 784-5018

Safford
(928) 348-2012