Service 1st Retirement & Investment Center
|Manage Your Investor Connection Account
(L-R): Matt Gardill, LPL Registered Representative; Matt Defalco, Financial Advisor, Jeffrey McKinnon, Financial Advisor; Ed Moyer, LPL Registered Representative and Josh Culver, Financial Services Coordinator
Designed exclusively for credit union members, and located right here at the credit union, the Service 1st Retirement & Investment Center is a full-service financial program. We provide retirement, insurance and investment services to members like you. We’re here to help you and your family through a lifetime of financial planning needs - from those just starting a savings plan, to those with sizable assets looking for more sophisticated management tools.
Our team of knowledgeable and experienced financial professionals are devoted to serving all your retirement, insurance and investment needs. Combined, they have over 40 years of experience in the financial industry, and understand the importance of having a qualified professional. Rest assured they will serve you with the same personalized attention you've come to expect.
Some of the products and services available include:
- Retirement Planning
- Individual Retirement Accounts (IRA's)
- Wealth Management
- Education Funding
- Mutual Funds
- 401(k) Services**
- Life Insurance
- Long-Term Care Insurance
- Tax-Managed Investing**
The Service 1st Retirement & Investment Center is staffed by Jeffrey H. McKinnon, Financial Advisor, CFP®, CRC®; Ed Moyer, LPL Registered Representative; Matt Gardill, LPL Registered Representative; Matt Defalco, Financial Advisor and Josh Culver, Financial Services Coordinator.
Call today to schedule a no cost, no obligation appointment today.
|800.562.6049 x 7596
Check the background of these investment professionals 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. Service 1st Federal Credit Union and Service 1st Retirement and Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Service 1st Retirement and Investment Center, and may also be employees of Service 1st Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Service 1st Federal Credit Union or Service 1st Retirement and Investment Center. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
The LPL Financial registered representative(s) 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.