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Gesa Financial Services Team Providing Access to Financial Planning and Investments
Left to Right: Karee Eliason, LPL Wealth Advisor; Matthew Minter, LPL Wealth Advisor; Eileen Griffin, LPL Program Manager; Dave Pettey, LPL Wealth Advisor; Larry Wilson, LPL Registered Administrative Associate
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.
Through LPL Financial, we offer a complimentary, no obligation consultation with a Wealth Advisor, who will work with you to help you identify and work toward your long-term financial goals. Just call 509.378.3380 to make an appointment.
Why invest with Gesa Financial Solutions?
Gesa is continually seeking ways to better meet the financial needs of our members and add value to membership. Providing members with access to customized financial planning advice and investment services is just one of the many ways the credit union does just that!
All the financial tools you need, available through LPL Financial.
Products
- Stocks
- Bonds
- Mutual Funds
- Annuities
- Life Insurance
- Long-Term Care
- Advisory Accounts
Business Support
- Key Person Insurance
- Retirement Plans – 401(k), 403(b)
- Financial Planning for Business
- SEP and Simple IRAs
- Life Insurance
- Disability Income Insurance
- Succession Planning
Services
- Financial Planning
- Retirement Planning
- Estate Planning
- Trust Services*
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.
