Wealth Management

About Us

Stanford Federal Credit Union created Stanford Federal Investment Services to provide its members with Wealth Management services.

Our Financial Advisors have partnered with LPL Financial to give clients access to a comprehensive and carefully selected array of investment services and insurance products, including an online investment tool. Our advisors are affiliated with LPL Financial to help credit union members pursue your financial goals and seek to position you to enjoy the rewards along the way.

Whether your objective is preserving your current wealth or building a nest egg, having an experienced advisor working beside you will make the process easier.

Four easy steps to your free Portfolio Analysis

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Discuss your short and long-term goals

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Evaluate your current portfolio

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Examine the suitability of your investments

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Receive recommendations and next steps

Contact a Financial Advisor today for a free Portfolio Analysis!

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About LPL Financial

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit LPL.com.

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