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Let’s build your nest egg together.

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. 

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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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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51 Gage Blvd. Richland, WA 99352

Routing Number: 325181248

(888) 946-4372

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51 Gage Blvd.
Richland, WA 99352

(888) 946-4372

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