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Advisory Services

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.

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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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:

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.