Investments

Investing

NuVista Federal Credit Union is excited to be teamed up with LPL Financial. Have you heard of them? If you haven't you're missing out. They have been ranked the nation's leading independent broker/dealer for fifteen consecutive years.*

Setting a Higher Standard for Unbiased Financial Advice

The cornerstone of the LPL Financial business model is providing the highest level of unbiased financial services and advice. This commitment allows LPL Financial advisor's to concentrate their time and energies on understanding your individual financial goals, not on product quotas and sales goals. LPL Financial seeks to fulfill your needs with suitable options from a wide range of the nation's top providers of:

  • Mutual funds
  • Comprehensive asset management accounts
  • Variable and fixed annuities
  • Individual stocks and bonds
  • Estate, college, business, tax and retirement planning
  • Domestic and foreign securities
  • Alternative investments
  • Insurance
  • Trust services**

Supported by the advanced technology, comprehensive training programs and other tools from LPL Financial, advisor's have set a higher standard for personalized and impartial strategies to the challenges of wealth accumulation and management.

In recent years, independent brokerage firms, those offering the products of non-affiliated companies, have grown rapidly. Many of the most successful investment professionals have come to realize the value of independence, both for them and their clients, and want to provide unbiased and independent advice.

Since its inception, LPL Financial has stood at the forefront of this growing market as the most truly independent firm in the industry. Independence at LPL Financial translates to more freedom of product choice, more service, more regulatory expertise, more technological capabilities and more control over costs for financial advisors.

Providing LPL Financial advisors with the tools, training and support they need to offer professional advice, products and services to their clients is the one and only business focus at LPL Financial.

LPL Financial is one of the largest organizations of independent financial advisors. Formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (established in 1973), LPL Financial today employs over 2,500 people in its headquarters in Boston, San Diego and Charlotte, and has more than 13,500 affiliated financial advisors nationwide.

To log into your LPL Financial account please click here.

Call your LPL Advisor today.
Dallas M. Grabow, MBA, CERTIFIED FINANCIAL PLANNER™ Professional
dallas.grabow@lpl.com
970.497.5342 or 970.255.8240

Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not NCUA Insured | No Credit Union Guarantee | May Lose Value
LPL Financial is not affiliated with NuVista Federal Credit Union

*As reported by Financial Planning magazine, June 1996-2014, based on total revenue.

**LPL Financial representatives offer access to Trust Services through The Private Trust Company, N.A., an affiliate of LPL Financial

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of Colorado.

Bonds

  • Surety Bonds
  • Fidelity Bonds
  • Performance Bonds
  • ERISA Bonds


Call today to set up an appointment to speak to a knowledgeable agent. 970-252-8240

 

Protect your investment with Guaranteed Auto Protection. (GAP)

As a result of depreciation, your loan balance may be higher than the actual value of your vehicle. If your vehicle were stolen, or totaled in an accident, you would be liable to pay the difference between your insurance settlement and your outstanding loan balance.

GAP covers the difference between the market value of your vehicle and the loan balance, less delinquent payments, late charges, refundable service warranty contract and other related insurance charges. In the event a deficiency exists, our program will cover your insurance deductible, up to $1000. GAP may also cover an additional $1,000 down payment toward a replacement vehicle if the vehicle is financed through NuVista within 90 days.

GAP also covers the following: Motorcycles, ATVs, snowmobiles, golf carts, travel trailers, motor homes, and RV's.

Nuvista Federal Credit Union | Copyright © 2014
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2711 Commercial Way, Montrose, CO 81401
Phone: (970) 249-8813 or (888) 261-7488
Fax: (970) 249-8895

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