Investment Services

For All Your Investing and Insurance Needs

MY LPL FINANCIAL ACCOUNT

Together, West Community and LPL Financial can provide you with comprehensive investment guidance as your financial needs change and grow throughout your lifetime. Whether your financial objective is to preserve your wealth or build your nest egg, we’ll work with you to pursue your goals. Or, if you don’t have an investment strategy yet, we can help you get started. Our services include:

Retirement Planning

  • Individual Retirement Account (IRA)
  • Roth IRA
  • 401(k)
  • 403(b)
  • Direct Rollovers of 401(k)
    and 403(b) plans

Wealth Management

  • Mutual funds
  • Unit Investment Trusts
  • Annuities

Insurance Services

  • Life insurance
  • Long-term care insurance
  • Disability coverage

Employee Benefits

  • Retirement plans
  • Buy/Sell agreements
  • Group insurance
  • Executive compensation plans

College Planning

  • 529 plans

For more information

Contact on of our LPL Financial Advisors
                                         
Randall Stewart
LPL Financial Advisor
Phone: 314-960-8092
Randall.Stewart@LPL.com
William Brennan
LPL Financial Advisor
Phone: 314-374-3590
William.Brennan@LPL.com                   

Products offered are not insured by the NCUA or any other agency of the United States Government, the Credit Union, or any affiliate. The products are not deposits or obligations of the Credit Union or any affiliate. The products are not endorsed, recommended or guaranteed by the Credit Union or any affiliate. The value of the products, if the products involve investment risk, may fluctuate; the return on the investment is not guaranteed, and loss of principal and value is possible. If applicable, the extension of credit may not be conditioned on a purchase of a product from the Credit Union or any affiliate and the member is free to obtain a product from another party.

Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. West Community Credit Union and West Community Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.

• Not NCUA Insured
• No Credit Union Guarantee
• May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Missouri, Illinois and Kansas


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