Kinecta Federal Credit Union
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Page Title - Investment Services

When you have an investment need WE CAN DO IT!

We can assist you with:

  • 401(k) rollovers
  • Fixed/Variable Annuities
  • Guaranteed Life Time Income programs
  • Estate Planning
  • Pre and Post retirement planning
  • Tax advantaged college funding
  • Investment portfolio analysis
  • Long Term Care
  • Tax Advantage investments
  • FREE Financial Consultation

Schedule an appointment today with an LPL Financial Consultant 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

 

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Fixed insurance products may also be offered through Kinecta Financial & Insurance Services, a subsidiary of Kinecta Federal Credit Union, CA Insurance License #0E24631. Kinecta Financial & Insurance Services, Member FINRA/SIPC, provides referrals to LPL Financial. Kinecta Federal Credit Union and Kinecta Financial & Insurance Services are not affiliated with LPL financial. Investments and insurance products are:

KFIS Disclosure Box

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of investments and services mentioned are available in every state.

Kinecta Financial & Insurance Services