UnitedOne Retirement & Investment Services
UnitedOne Retirement & Investment Services (RIS) operates within UnitedOne Credit Union and focuses on helping you confidently plan for the future.
Some common ways we help new and existing clients include:
- effective ways to save for a future purchase or expense – think home, vehicle, college
- how to utilize income sources in retirement – like social security, pension, annuities
- where to park money for 3-7 years down the road – for a competitive rate of return
- how to be confident your 401k or other work retirement plan last as long as you do – and beyond!
If these or other financial goals or concerns are on your mind, we’re here to provide direction. For more information or to meet with Jason or Rob in regard to any of our core specialties – retirement, insurance, investments – please us a call or email us today - Heidi will be happy to schedule your appointment!
Reach us at 920-652-2570 or Invest@UnitedOne.org.
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with 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.
*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. UnitedOne Credit Union & UnitedOne Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UnitedOne Retirement & Investment Services, and may also be employees of UnitedOne Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UnitedOne Credit Union or UnitedOne Retirement & Investment Services. 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|
CHARTERED RETIREMENT PLANNING COUNSELOR™ and CRPC® are registered service marks of the College for Financial Planning®. The CFP® certification marks are not affiliated with LPL Financial.
UnitedOne 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.