Journey toward your financial future.
A way to pursue your financial future is to become educated about the kinds of investment products that strive to maximize your investment potential.
A FREE, no-obligation consultation is the first step toward developing a financial plan for your investments and working toward a more comfortable financial future.
Recommended document checklist:
- Bank Account Statements: Checking, Savings, Certificate Accounts, Money Markets
- Brokerage Account Statements
- Retirement Accounts: 401(k) or 403(B), IRAs, Pension Plan
- Annuities
- Loans: Mortgage, Credit Cards and/or other existing loans
- Social Security Statements
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
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. Bethpage Federal Credit Union and Bethpage Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bethpage Financial Group, and may also be employees of Bethpage Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bethpage Federal Credit Union or Bethpage Financial Group. 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 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.
Bethpage Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Bethpage Federal Credit Union for these referrals. This creates an incentive for Bethpage Federal Credit Union to make these referrals, resulting in a conflict of interest. Bethpage Federal Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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