We've recently associated with INVEST Financial Corporation to help bring our members the best financial planning tools possible. Our financial tools include:
If you have questions, send us an email and one of our representatives will be happy to assist you.
Registered Representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products. INVEST is not affiliated with other entities named. Products offered are: Not insured by the FDIC/NCUA, not a deposit or other obligation of or guaranteed by any credit union, subject to risks including the possible loss of principal amount invested.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker/dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
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Lake Trust Routing Number: 272078268