Investment services

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Financial Freedom Starts Here

You’re not meant to stay stagnant. As you enter different phases of your financial life, Gesa Investment Services is here for you.

  • An experienced team of LPL Wealth Advisors
  • Customized financial and retirement planning
  • Flexible and adaptable investment portfolios

Advisory Services

Let’s build your nest egg together.

Investment Planning

Build and manage your wealth.

Online Investing

Digital investing through Guided Wealth Portfolios.

Retirement Planning

Guidance to support you through every stage of life.

At Gesa Investment Services, we are invested in helping credit union members work towards their financial goals.

It’s never too early or late to build wealth and protect yourself and your family from inevitable and unforeseen circumstances. We work 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. Our LPL team provides customized advice, portfolio management and access to the right insurance products, at any life stage.

Financial advisors meeting

Now You Have Us

You can relax, our team of LPL Wealth Advisors and insurance specialists have the answers you need.

Confident Retirement Planning

Financial planning helps you navigate life’s finances with confidence.

Investing for Financial Freedom

Find the right balance of investments to work towards your long-term financial goals.

BrokerCheck Link

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:

Investment Disclaimer Image

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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