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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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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.
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Notes & Fees Glossary
|*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: