We focus on you and your financial goals
Aligned with LPL Financial, one of the nation's leading diversified financial services companies, SafeAmerica has created a strong partnership with a focus on you and your financial goals.
Since both organizations are based on providing advice with no hidden agenda, the focus remains on you and your investments. Through LPL Financial, your SafeAmerica Investment Management Advisor has access to leading edge tools and technology, independent investment research data and open product architecture - offering a multitude of wealth management programs.
Schedule an Appointment
For more information or to schedule an appointment with an LPL Licensed Financial Consultant, call our LPL Investment Advisor Representative, Jean Gunnarson at (925) 847-8386. Jean is registered to discuss and transact securities business with residents of the following states: AZ, CA, HI, NV, NC, OR and WA.
Jean Gunnarson is a registered representative with and 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. SafeAmerica Credit Union and SafeAmerica Investment Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SafeAmerica Investment Management, and may also be employees of SafeAmerica Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SafeAmerica Credit Union or SafeAmerica Investment Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or any other Government Agency||Not Bank Guaranteed||Not Bank Deposits or Obligations||May Lose Value|