Your Life. Your Future. Our Mission
Wherever you are on your journey towards retirement, Swissfb Investment Services can help you.
At Swissfb Investment Services, you belong to a community. It's where service, value, and help are more than just a promise. Swissfb Investment Services' mission is to put the needs of our clients first.
Big Dreams Start with Big Plans.
You'll
always want to be ready for what's next, and that takes planning. At
Swissfb Investment Services, we'll help you carefully strategize for
the future, craft a financial plan, and build a portfolio that reflects
your goals.
It all starts with a conversation. Your Financial
Consultant takes the time to truly listen and understand your needs and
goals. We have the knowledge, experience, and resources to develop a
financial strategy customized for you. Our Financial Consultants only
have one agenda, yours.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Schedule a Complimentary ConsultationA Roadmap for your Goals in Life
The Path to a More Worry-Free Tomorrow
Planning is the foundation. We recognize every client's situation is unique. Planning starts with you and your Financial Consultant identifying and defining things such as your goals, objectives, and risk tolerance. Your Financial Consultant is your ally, guiding you and helping you to build a personalized investment plan.
Comprehensive Solutions
Our Resources Put Your Plan in Place. We provide access to a broad selection of products and resources to help address the individual objectives of every client. These include stocks, bonds, mutual funds, ETFs, UITs, managed accounts, plus fixed and variable annuities, life insurance and long-term health care. Working with your Financial Consultant will help you to evaluate the choices available and determine what best suits your current situation and future goals.
We work side by side with you to maintain your investment strategy with regular reviews and follow-up to help you make better sense of all the moving parts of your finances. As your life changes, your plan can change right along with you. Your Financial Consultant will have a more comprehensive understanding of you, your ideal future, and how you'd like to get there.
Schedule a Complimentary ConsultationFinancial Planning
A well thought out financial plan is the foundation to work towards financial success. Pursue your goals with confidence as you develop your individual financial plan.
Learn MoreInvestment Planning
Investing is about more than just the numbers. We can help you develop your strategy that strives to make the most of your portfolio.
Learn MoreRetirement Planning
Our Financial Consultants provide the experience and attention to help make planning for retirement less complicated. We'll help you identify your short and long term needs, and work towards your goals.
Learn MoreEducation Planning
Invest in your childrens' future today. Financial Consultants can help you plan and invest for the education needs for children of any age.
Learn MoreInvestment IRAs
Let Swissfb Investment Services help you understand and choose a traditional or Roth Individual Retirement Account (IRA).
Learn MoreEstate Planning
Estate planning isn’t just for the wealthy, it’s an important part of anybody’s personal financial plan. Take some of the stress out of your planning process.
Contact a Financial Consultant|
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. Swissfb Federal Credit Union and Swissfb Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Swissfb Federal Credit Union, and may also be employees of Swissfb. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Swissfb Federal Credit Union or Swissfb Investment Services. Securities and insurance offered through LPL or its affiliates are:
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.
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