Connex Investment & Retirement Services
You don't have to be a number cruncher to be financially healthy.
The Connex Investment & Retirement Services is a program offered through our association with LPL Financial. Working with a financial investment professional can help you understand which retirement, insurance and investment plans may be right for you and your family.
Services Available Through LPL Financial
- 401k, pension or IRA rollovers services
- Mutual funds
- Variable, fixed, and index annuities
- Brokerage account and general securities trading
- Wealth management
- Financial planning for education and retirement
- Financial management analysis and seminars
Meet Your Financial Consultant
Call Will today for a no-cost, no-obligation consultation.
Check the background of this investment professional on FINRA's BrokerCheck.
To view the whole array of services available through CIRS:
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. Connex Credit Union and Connex Investment & Retirement Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Connex Investment & Retirement Services. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Connex Credit Union and Connex Investment & Retirement Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative 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.
Connex Credit Union provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay Connex Credit Union to make these referrals, resulting in a conflict of interest. Connex Credit Union 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.
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Routing Number: 211178200
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Your savings federally insured to at least $250,000 and backed in full faith and credit of the United States Government, National Credit Union Administration, a U.S. Government Agency.