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For all your investing and insurance needs.
West Community Financial Advisors
Together, West Community Financial Advisors 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 Our LPL Financial Advisors
Check the background of these investment professionals on FINRA's Broker Check:
bROKER CHECK
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. West Community Credit Union and West Community Financial Advisors are not registered as a
broker-dealer or investment advisor. Registered representatives of LPL offer products and services using West
Community Financial Advisors, and may also be employees of West Community Credit Union. These products and
services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates
of, West Community Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not West Community Credit Union Guaranteed |
Not West Community Credit Union Deposits or Obligations |
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.