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Home > Savings & Investments > WPCCU Investments

 

401K IRA retirement equity

Investments

At Water and Power Community Credit Union, our vision is to provide our members with superior financial solutions, comprehensive products and an unparalleled service experience. Whether you are looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just want a second opinion, we are here to help. Our CFS^ advisors are professionals who focus on developing, implementing, and overseeing your personalized financial plans.

Services include:

  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax Efficient Investments
  • Retirement Income Strategies
  • Education Funding
  • Life and Long Term Care Insurance

Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, our CFS Advisors are here to:

- Listen to your financial needs

- Provide impartial advice to help you make informed decisions

- Be dependable and responsive

To get started designing your plan, contact us today to schedule a no-obligation consultation with our CFSFinancial Advisors. You may also contact us at 213-580-1623 or Emily.Dixon@wpcu.org

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For specific tax advice please consult a tax professional.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

^Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Water and Power Community Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Investors should be aware that there are risks inherent in all investments including fluctuations in investment principal.

Email disclaimer

Orders and trades are not accepted via emails. Water and Power Community Credit Union will never request sensitive information such as Social Security numbers, online banking PINs, passwords, or account numbers by email or text message. Please beware of solicitors who ask for sensitive information. If you receive an email or text message or any other forms of solicitation requesting this type of information, please contact Water and Power Community Credit Union immediately: 800-300-9728

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