SEFCU Wealth Management Services*

Advisors provide comprehensive financial planning and wealth management advice to help you pursue your financial goals - from paying for college to retirement planning. Our advisors understand that today's markets are more complicated than ever and it's increasingly difficult to plan for retirement or to find income in today's low yield environment. Our professional LPL Financial Advisors will work with you to develop a customized plan that takes into consideration your unique situation and long-term goals.

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Wealth Management

Investment Services

Complete Wealth Management

Hands-on approach

Comprehensive solutions


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About the Team

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More than five decades combined experience.



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Education Investment (529 Plans)**

College Planning Starts Here

Tax-free growth



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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. SEFCU and SEFCU Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SEFCU Wealth Management Services, and may also be employees of SEFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SEFCU or SEFCU Wealth Management Services. Securities and insurance offered through LPL or its affiliates are: 

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