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Security Retirement & Investment Services

Are you taking the right steps for your financial goals?

The Security Retirement & Investment Services program at Security Credit Union is here to help you find the answer.  Whether your need is specific, such as investing funds for retirement, or you require a thorough analysis of your financial life.  Matt Lamrouex, Financial Consultant, offers personalized service and objective advice.  Our services include:

  • Retirement Planning
  • Brokerage Services
  • Insurance Planning
  • Long Term Care Planning
  • Rollovers/IRA's
  • Business Retirement Plan Services
  • Education Funding Planning
  • Financial Management

To find out how we can help you pursue your financial goals, call today to make an appointment with Matt Lamrouex, Financial Consultant at 800-373-2333 extension 1607.

Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  Security Credit Union and Security Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value

 

 

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