Investment Management
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 unbiased 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.
For more information or to schedule an appointment with an LPL Licensed Financial Consultant, call (925) 847-8386 and speak with Jean Gunnarson. Jean is registered to discuss and transact securities business with residents of the following states: AZ, CA, CO, HI, NV, NC, OR and WA.
Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. SafeAmerica Credit Union is not a registered broker/dealer nor an affiliate of LPL Financial.
Not NCUA Insured | Not a Bank/Credit Union Guarantee | Not Insured by any Federal Government Agency |
Not ASI Insured | Not a Bank/Credit Union Deposit |
Access your Portfolio
External Link to LPL Account