Let us help you choose investments for your financial needs, even as they change throughout the years. When developing your personalized financial strategy, Joe Shinske, LPL Financial Advisor with First Wealth Advisors, will take into account your:
Joe has the experience and knowledge to assist you with your unique needs, including IRA Rollover Services. Rest assured that you will receive exceptional service. Call for your no-cost initial consultation today.
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. First Wealth Advisors and First Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Wealth Advisors, and may also be employees of First Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Credit Union or First Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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