SafeAmerica Credit Union

Investment Management

We focus on you and your financial goals

SafeAmerica Investment Management

By accessing this link, you will be leaving SafeAmerica's website and entering a website hosted by another party.

Although SafeAmerica has approved this as a reliable partner site, please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of the bank's website. The other party is solely responsible for the content of its website.

We encourage you to read and evaluate the privacy and security policies on the site you are entering, which may be different than those of the bank.

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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

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By accessing this link, you will be leaving SafeAmerica's website and entering a website hosted by another party.

Although SafeAmerica has approved this as a reliable partner site, please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of the bank's website. The other party is solely responsible for the content of its website.

We encourage you to read and evaluate the privacy and security policies on the site you are entering, which may be different than those of the bank.

Continue

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