Page 37 - 2021 BusinessWest Resource Guide
P. 37

  Our Investment Services Team:
Jack Vadnais, CERTIFIED FINANCIAL PLANNERTM, and Michael S. Johnson
 We’ll Help You Pursue Your Financial Goals
• Investment Strategy and Management
• Estate Planning
• College Savings Plans and Custodial Accounts
• Mutual Funds and Annuities
• Long-Term and Disability Income Insurance
• Life Insurance
  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. Freedom Credit Union and FCU Investment Services are not registered as a broker-dealer or investment advisors. Registered representatives of LPL offer products and services using FCU Investment Services and may also be employees of Freedom Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Freedom Credit Union or FCU Investment Services. Securities and insurance offered through LPL or its affiliates are:
  Not Insured by the
NCUA or Any Other Government Agency
Not Credit Union Deposits or Obligations Not Credit Union Guaranteed
May Lose Value
Not Credit Union Guaranteed
  2008265_FCU-InvestmentT eamBizWestResourceGuidePrintAd.indd 2 8/31/20 5:07 PM

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