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Pursue your financial goals
At Gesa Credit Union, we're committed to helping our members pursue their financial goals! That's why we've formed a relationship with LPL Financial, a full-service broker-dealer and registered investment advisor.
The Value of Advisory
Gesa Investment Services offers fee-based advice and portfolios that are flexible and adaptable enough to respond to a changing marketplace and global economic environment. Within the advisory platform our clients can take advantage of many benefits including:
- Access to institutional money management: LPL Advisors are professional money managers who operate with a wide range of investment knowledge.
- Fee Transparency: Fees are built into mutual funds, making it hard to see the cost breakdown for services. However, in advisory accounts, fees are clear and competitive.
- Speed and Ongoing Account Monitoring: LPL Advisors are able to react quickly to changing financial factors that could potentially impact account performance.
- Elimination of Reoccurring Trading Costs: Trading costs are covered by a one-time fee regardless of how much activity happens in the account.
- Personal Service: Instead of spending time constructing portfolios, placing trades, and filling out paperwork, LPL Advisors spend their time with clients- providing advice and support in good times and in bad.
Providing access to financial planning advice and insurance products is one of the ways Gesa tries to meet the financial needs of our members. The LPL team at Gesa Credit Union can provide financial and retirement planning, investment programs and advice. Additionally, we have team members that can provide insurance products including life insurance, annuities, and long term care.
If you would like more information regarding the services offered by Gesa Investment Services, please complete the form below or call our main number at 509.378.3380. We look forward to being your life long financial partner!
GIS Consultants
Matthew Minter
LPL Wealth Advisor
Karee Eliason
LPL Wealth Advisor
Tom Coffin
LPL Financial Advisor
Gabe Barajas
LPL Wealth Advisor
Jason Clapp
Insurance Consultant
Dustin Wintczak
LPL Investment Consultant
Online Account Services
Online Account Viewing
We know our members are busy and because of that, we offer an online account view that allows our members to view their investment account any time.
Click here to visit LPL Account View
Questions?
Please contact us at 509.378.3380.
Notes
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Gesa Credit Union deposits and are not NCUA insured. These products are not obligations of Gesa Credit Union and are not endorsed, recommended or guaranteed by Gesa Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. LPL Financial and Gesa Credit Union are not affiliated.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
