TruStone Financial Investment Services

If you’re ready to begin personal financial planning, it’s time to visit your neighborhood credit union. Our independent investment consultants will listen to your goals, offer objective advice, establish a plan for you and closely monitor your investments.

At TruStone Financial Investment Services, we’re invested in you and your success. We are small enough to provide you with the personal investment solutions and management you deserve — yet large enough to access the resources necessary to work towards your desired outcome.

Personal financial planning isn’t one-size-fits-all, that’s why we’ll help customize the following for you and your family:

  • Retirement plans
  • Asset management assistance
  • Income Investment strategies
  • Long-term care solutions
  • College Savings Plans

If you’re interested in learning what kind of personal investment solutions are right for you, stop by your nearest branch and set up an appointment with one of our investment advisors to create a personal investment plan.

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Not NCUA Insured / No Credit Union Guarantee / May Lose Value / Not a Deposit / Not insured by any Federal Government Agency

TruStone Financial and TruStone Financial Investment Services are not registered broker/dealers, nor are they affiliated with LPL Financial. This site is designed for U.S. residents only.

The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial’s U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, DE, FL, IA, IL, KY, MN, NY, OK, OR, WA, WI.