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Alliant Retirement and Investment Services is a financial strategies program offering retirement, insurance and investment services to members and prospects of Alliant Credit Union. Our goal is to create a holistic financial plan for you, that we can adapt and change through the years as you experience new life events or develop different perspectives. We want to be there for you and your family, helping to give a sense of control over your financial future. We can help you: > Consolidate retirement savings accounts > Manage your investments > Plan to pay for long-term care > Determine strategies for trust and estate planning > Create a retirement income plan to approach those years with confidence Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC - www.finra.org / http://www.sipc.org). Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS. 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 Third-party posts found on this profile dont reflect the views of LPL Financial and havent been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss 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.
Citizens and Northern Corporation is a holding company, whose principal activity is community banking.
Univest Corporation of Pennsylvania is a vital, growing company with deep ties to its local communities. Our rich history is enhanced by our desire to remain close to our customers, so we can deliver excellent service and solutions to meet their financial needs. Univest`s financial solutions for your life and business include banking, insurance, investments, trust, wealth management, leasing, and mortgage banking. Univest Corporation of Pennsylvania, including its wholly-owned subsidiary, Univest Bank and Trust Co., Member FDIC, has approximately $4.2 billion in assets and $3.2 billion in assets under management and supervision through its Wealth Management Division. Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. Univest delivers these services through a network of more than 50 offices in southeastern Pennsylvania extending to the Lehigh Valley and Lancaster, as well as New Jersey and Maryland
Fortifi Bank, formerly 1st National, has been banking with folks just like you for more than 140 years. That means we have been in business since 1876. Over time, the economic landscape changes, but one thing stays the same – people need financial security to build their dreams upon.
First Shore Federal Savings is a Salisbury, MD-based company in the Financial Services sector.