You are here: Home Invest Investment Services
Gesa Financial Services Team Providing Financial Planning and Investments
Left to Right: Andre Selfa, LPL Financial Consultant; Matthew Minter, LPL Financial Consultant; Eileen Griffin, Senior Vice President of Wealth Management/Human Resources; Dave Pettey, LPL Financial Consultant; Larry Wilson, LPL Registered Administrative Associate
Achieve your financial goals
At Gesa Credit Union, we're committed to helping our members achieve 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 Financial Consultant, 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 us?
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.
- Mutual Funds
- Life Insurance
- Long-Term Care
- Advisory Accounts
- Key Person Insurance
- Retirement Plans – 401(k), 403(b)
- Financial Planning for Business
- SEP and Simple IRAs
- Life Insurance
- Disability Income Insurance
- Succession Planning
- Financial Planning
- Retirement Planning
- Estate Planning
- Trust 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
Please contact us at 509.378.3380.
Securities and Financial Planning offered through LPL Financial. Insurance products offered through LPL Financial or its licensed affiliates. Member FINRA/SIPC. 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.
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Washington and Oregon.