A network issue has caused an outage in our call center and branches. We’re working as quickly as we can to resolve the issue. Our apologies for any inconvenience.

Branches will closed Monday, May 29th in observance of the Memorial Day.

Gesa’s 70th Annual Membership Meeting is scheduled for April 13, 2023 at 6:00 p.m.

April is national education month, get smart with Gesa University
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Let’s build your nest egg together.

At Gesa Investment Services, we’re committed to helping credit union members work towards their financial goals. That’s why we have a relationship with LPL Financial, a registered investment advisor and broker-dealer, member FINRA/SIPC, to make sure you have the best tools to plan for your financial future.

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The Value of Advisory Services

Gesa Investment Services offers access to fee-based advice and portfolios that are flexible and adaptable to a changing marketplace and global economic environment, with benefits including:

  • Access to institutional money management: LPL Advisors are professional money managers with extensive investment knowledge.
  • Fee Transparency: Advisory account fees are clear and competitive. When fees are built into mutual funds, it’s hard to see the cost breakdown for services.
  • Speed and Ongoing Account Monitoring: LPL Advisors can 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: LPL Advisors can prioritize time with clients, providing advice and support through all financial stages.

The LPL team at Gesa Investment Services can provide customized financial and retirement planning, investment programs, advice, and products including life insurance, annuities, and long-term care. We look forward to being your lifelong financial partner.

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Digital investing through Guided Wealth Portfolios.

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Build and manage your wealth.

Broker Check

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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. Gesa Credit Union and Gesa Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Gesa Investment Services and may also be employees of Gesa Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Gesa Credit Union or Gesa Investment Services. Securities and insurance offered through LPL or its affiliates are:

Disclaimer

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

People helping people.

Gesa credit union is committed to making a positive impact in the communities we serve.

Affinity Partner Cards

Affinity debit cards give back to your community when you swipe.

We're in the business of growing yours.

We have the accounts, products, and services to help you and your small business succeed.

Business owner

Business Visa:
A low-rate card made for business owners.

Learn More

Banking made for you.

With best-in-class rates and a variety of everyday banking products, Gesa has the right account, card, or loan for you.

Gesa customer using card

Up to 5.00% APY
On select checking accounts!

Learn More

Notes & Fees Glossary

 Disclaimer
*APY* APY = Annual Percentage Yield. Rates, terms, and fees are subject to change. APY is accurate as of the first day of the month – the last dividend declaration date.
SmartPlus Checking*To earn the higher rate, you must:
  1. Enroll in eStatements
  2. Make a monthly direct deposit of over $200
  3. Complete 15 debit card transactions
  4. Provide and maintain a valid email address
  5. Limit one account per member
For any month where the account does not meet the qualification requirements, the account will earn a lower rate. Minimum balance of $5 needed to open.Qualifying account balances meet minimum requirements. APY subject to change monthly. Rate may change after the account is opened. The qualifying period begins with the first day of the calendar month and ends on the last day of the calendar month at 6:00 P.M. Pacific Time. No monthly fees and no minimum balance required to maintain account. Minimum opening deposit of $5. Fees could reduce earnings. Limit of one specialty checking account (Smart Plus Checking) per member.

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