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Gesa Investment Services
LPL Financial

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Request a free, no obligation consultation

Life is unpredictable. With the support of our LPL Wealth Advisors, we can help you learn about your wealth options that can help guide you and your family at every turn. From retirement and life insurance to investment and disability, smart planning helps you navigate life’s journey with confidence.

Fill out the form below to contact an LPL Wealth Advisor today, email us at [email protected], or call our main number at 509.378.3380.  

After you submit a request, an LPL Wealth Advisor that best suits your needs will be assigned to your inquiry and contact you as soon as they can. 

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More from Gesa Investment Services

Retirement Planning

Guidance to support you through every stage of life.

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Online Investing

Digital investing through Guided Wealth Portfolios.

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Investment Planning

Build and manage your wealth.

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Advisory Services

Let’s build your nest egg together.

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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:

Not insured by NCUA or any other goverment agency Not credit union Guaranteed Not credit union deposits or obligations May lose value

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.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.

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Routing Number: 325181248
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51 Gage Blvd. Richland, WA 99352

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51 Gage Blvd.
Richland, WA 99352

(888) 946-4372

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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.

* * * * *