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There’s always risk to investing, but we work to create a plan to help you pursue your goals.
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We develop tailored financial, estate and tax-planning solutions specific to your goals.
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Our investment services team can help you build an in-depth financial plan based on your complete financial picture.
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Investment Services
We’re here to provide guidance just when you need it most. Credit Union of Virgina Investment Services utilizes a holistic approach to investment management that combines time-tested investment disciplines with personalized, innovative planning.
- Comprehensive Financial Plans
- Retirement and Income Strategies
- Asset Allocation and Portfolio Monitoring
- College Savings Plans
Private Wealth
An integrated approach to managing multi-generational family wealth.
- Financial and Estate Planning
- Asset Management
- Trust Administration
- Estate Settlement
Investment Services
We’re here to provide guidance just when you need it most. Credit Union of Virgina Investment Services utilizes a holistic approach to investment management that combines time-tested investment disciplines with personalized, innovative planning.
- Comprehensive Financial Plans
- Retirement and Income Strategies
- Asset Allocation and Portfolio Monitoring
- College Savings Plans
Private Wealth
An integrated approach to managing multi-generational family wealth.
- Financial and Estate Planning
- Asset Management
- Trust Administration
- Estate Settlement
Important Legal Disclosures and Information
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*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.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. Credit Union of Virgina Bank, N.A. and Credit Union of Virgina Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Credit Union of Virgina Investment Services and may also be employees of Credit Union of Virgina Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Credit Union of Virgina Bank, N.A. or Credit Union of Virgina Investment Services. 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 The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.