Investments

Achieve your financial goals

Wasatch Peaks Financial Services is committed to helping you achieve your financial goals! That's why we've formed a relationship with LPL Financial, a full-service broker-dealer and registered investment advisor.

Wasatch Peaks Financial Services offers a complimentary, no obligation consultation with James Aoki, Financial Consultant, who will work with you to help you identify and work toward your long-term financial goals. Just call 801.627.8732 to make an appointment.

Why invest with us?

Wasatch Peaks is continually seeking ways to better meet your financial needs and add value to your membership. Providing you with access to customized financial planning advice and investment services is just one of the many ways that Wasatch Peaks Financial Services can help you!

All the financial tools you need, available through LPL Financial.

Products

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • Life Insurance
  • Long-Term Care
  • Advisory Accounts

Business Support

  • Key Person Insurance
  • Retirement Plans – 401(k), 403(b)
  • Financial Planning for Business
  • SEP and Simple IRAs
  • Life Insurance
  • Disability Income Insurance
  • Succession Planning

Services

  • Financial Planning
  • Retirement Planning
  • Wills, Trust, and Estate Services
  • College Savings

Questions? Financial advisors1 are all right here, ready to talk in person or over the phone. Whatever works best for you. And unlike some financial institutions, Financial Advisors at Wasatch Peaks Financial Services are Wasatch Peaks employees registered with LPL Financial and are not paid solely on commission.2 Instead, they work to understand where you are in life and create objective plans that match your financial goals now and in the future.

This journey begins with a free consultation with a Wasatch Peaks Credit Union Financial Planner. You can make an appointment by calling 801.627.8732.

It's never too late to get started on your path to financial prosperity.

1 Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Wasatch Peaks Financial Services, Wasatch Peaks Credit Union and LPL Financial are separate entities.
Not NCUA Insured Not Credit Union Guaranteed May Lose Value  

 

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