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. TruStone Financial Credit Union and TruStone Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TruStone Financial Advisors, and may also be employees of TruStone Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TruStone Financial Credit Union or TruStone Financial Advisors. 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 |
The LPL Financial registered representatives 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.
TruStone Financial provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay TruStone Financial for these referrals. This creates an incentive for TruStone Financial to make these referrals, resulting in a conflict of interest. TruStone Finanical 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.
LPL Financial Form CRS.
This is an educational event. No plans will be reviewed and no sales will be conducted. A licensed insurance agent will be present to answer questions. We are not connected with, nor endorsed by, the U.S. Government or the Federal Medicare Program. For accommodations of persons with special needs at meetings, call (800) 862-1998. (TTY 711)
By calling the TruLync number (800) 477-0764, you agree to speak with an independent health insurance agent about Medicare insurance products. TruLync Medicare Advisors and their agents are not affiliated with Medicare or any government agency. TruLync Medicare Advisors do not offer every plan available in your area. Currently they represent 8 organizations which offer 61 products. Please contact Medicare.gov or 1-800-MEDICARE, or your local State Health Insurance Program to get Information on all of your options. This is an advertisement. TruLync Medicare Advisors is independent of TruStone Financial, and their agents are not employees of the credit union.