Pima Federal Credit Union works with LPL Financial to provide you with independent, unbiased advice. Our registered LPL representative has no product quotas so Lisa can customize your portfolio to any financial strategy to fit your lifestyle.
Our LPL Financial Registered Representative, Lisa Zak, can help you learn more about:
1. Investing during turbulent times
2. Business retirement plans (for you and your employees)
3. 401(k) rollovers
4. Estate planning
5. Asset management
6. College planning
7. Financial planning
To set up an appointment to speak to Lisa, please feel free to call at (520) 262-9752 or email Lisa.Zak@LPL.com.
Securities and Insurance Products offered through LPL Financial and its affiliates, member FINRA/SIPC.
Members must be informed that the Financial Planning products through LPL Financial are not federally insured, are not obligations of the credit union, are not guaranteed by the credit union and involve investment risks.