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Financial Investments

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. 

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 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.


Call your LPL Advisor today

Dallas M. Grabow, MBA, CERTIFIED FINANCIAL PLANNER™ Professional
(970) 497-5342 or to schedule an appointment please call (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