Kinecta Federal Credit Union

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Investment Services

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When you have an investment need WE CAN DO IT!

We can assist you with:

401(k) rollovers
Guaranteed Life Time Income programs
Estate Planning
Pre and Post retirement planning
Tax advantaged college funding
Investment portfolio analysis
Long Term Care strategies
Tax Advantage investment solutions

FREE Financial Consultation
Schedule an appointment today with a Financial Advisor at a Member Service Center nearest you.

For our valued members, a complimentary

Comprehensive personal financial review
Comprehensive review of your current life insurance contracts

California Insurance License #0E24631. Securities & Insurance products offered through Linsco/Private Ledger and its affiliates, Member FINRA/SIPC. Fixed Insurance products offered through Kinecta Financial & Insurance Services, LLC a subsidiary of Kinecta Federal Credit Union. Insurance and investment products: 1) are not NCUSIF insured; 2) are not obligations of or guaranteed by the Credit Union or any affiliated entities; 3) involve investment risk, including possible loss of value. Kinecta Financial & Insurance Services, LLC and Kinecta Federal Credit Union are not affiliated with Linsco/Private Ledger. Some insurance products available to California residents only.