Connections Credit Union is pleased to align with Haven Wealth Group to offer access to a wide range of investment services to our members. Haven Wealth Group can assist members with a wide range of investments, retirement, and planning.
| Investments and Insurance | Retirement Accounts & Services | Planning & Assistance |
|---|---|---|
| Mutual Funds | Traditional IRA | Retirement Planning |
| Stocks | Roth IRA | Income Planning |
| ETFs | 401(k) | Estate Planning |
| Bonds | Simple IRA | College Planning |
| REITs | 403b | Portfolio Management and Construction |
| Structured Projects | Portfolio Analysis |
| Insurance | Retirement Services | |
|---|---|---|
| Annuities | 401(k) Distribution Options | |
| Life Insurance | Retirement Plans | |
| Long-Term Care Insurance | Income Planning | |
| Disability Insurance | Social Security Retirement Strategy | |
Guided Wealth Portfolios
Want online investing that’s personalized for you?
Check out our Guided Wealth Portfolios. Investing for the future doesn’t have to take lots of your time or effort when you use our Guided Wealth Portfolios.
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 Financial or its licensed affiliates. Connections Credit Union and Connections United Investment Services are not registered as a broker-dealers or investment advisor. Registered representatives of LPL offer products and services using Connections Investment Services, and may also be employees of Connections Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Connections Credit Union or Connections Investment Services. Securities and insurance offered through LPL and its affiliates are:
| Not Insured by NCUA or any other government agency. | Not Credit Union Guaranteed. | Not Credit Union Deposits or Obligation. | May Lose Value. |
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This site is designated for U.S. residents only. The service offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representative may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.