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Helping Members pursue financial goals
COMTRUST Financial Services strives to help Members pursue their financial goals. Through the partnership with LPL Financial, which is one of the leading financial services companies in the nation*, our Members have access to a wide array of financial services.
When developing your financial strategy, Steve Miller, Financial Services Representative with COMTRUST Federal Credit Union will consider your:
- Investment goals and objectives
- Timeline for meeting goals
- Cash flow needs
- Financial resources
Steve has the skills and experience to assist you with your unique needs, including 401(K) and Rollovers. Call today to schedule a no-cost, no obligation consultation.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
Securities and advisory services offered through LPL Financial, a registered investment advisor. MemberFINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. COMTRUST Federal Credit Union and COMTRUST Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
*As reported in Financial Planning Magazine, 1996-2014, based on total revenue.