A comfortable lifestyle is everyone's goal, but getting there can be intimidating — even overwhelming. That's why St. Mary's Credit Union has formed a unique relationship with Joe Delano of LPL Financial, to deliver insightful and trustworthy retirement and investment services for our members.
Joe is an experienced Financial Advisor, with over 25 years of successful experience in the investment industry. He is now offering no cost, no obligation consultations to answer your investment questions and get you started on the road to reaching your financial goals.
Through LPL Financial, St. Mary's Retirement & Investment Services offers a vast array of top quality products and services including:
- Investment Services
- Financial Planning
- 401k & IRA Rollovers
- Retirement Planning
- Long Term Health Care
- Professional Money Management
- College Funding Plans
- Term and Universal Life
- Mutual Funds
- Estate and Wealth Transfers
- Trust Services
- Stocks & Bonds
- Fee-Based Asset Management
Make an appointment for a no cost, no obligation consultation today and start planning for a more secure financial future.
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. St. Mary’s Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using St. Mary’s Retirement and Investment Services may also be employees of St. Mary’s Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of St. Mary’s Credit Union. 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
Check the background of your financial professional on FINRA's BrokerCheck.