Security Retirement & Investment Services
Our goal is to be your trusted partner!
It is difficult to imagine where you might be in 5, 10, or ever 20 years? Consider your financial plans and whether they align with your goals. Jay Tillman is an experienced financial advisor who cares and can help guide you on your journey.
Our professionals can assist you with:
- Insurance Planning
- 401(k) Planning
- Retirement Planning
- Estate Conservation
- Investment Planning
- Business Planning
- Education Funding
Contact us to schedule a no-cost, no obligation appointment to discuss your needs, whether they are large or small.
Contact Us
James (Jay) Tillman
800-373-2333 x1703
Cell: 810-235-0261
Fax 608-236-6747
2882 Schust Road
Saginaw, MI 48603
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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. Security Credit Union and Security Retirement Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Security Retirement Investment Services , and may also be employees of Security Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Security Credit union or Security Retirement Investment Services.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Security Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
The LPL Financial registered representative(s) 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.