Contact Travis Financial Services

Is a fee involved?

Consultations are free; however, there may be a fee associated with some services and products.

 

I am young and healthy. Why do I need to plan for retirement now?

Starting a retirement plan while you’re young and healthy gives your investments more time for potential growth to help support a comfortable retirement.

 

Isn’t investing risky?

There are different levels of investment that can be tailored to meet your investment risk tolerance.

 

Do I need large amounts of money to start an investment plan?

You’d be surprised to find out how little money it takes to start accomplishing some of your more significant financial goals. One of our financial consultants can help you determine just how much you need.

 

I already have an investment representative and an investment program. Why do I need a financial consultant through the credit union?

Members often appreciate having more than one source for financial information. You may find that you prefer managing your savings and investments at the credit union.

 

Am I too old to invest?

Actually, many people outlive their resources. Retirees need growth from investments too. Talk with one of our financial consultants about how to meet your current and future financial needs.

For a free consultation or follow-up appointments with one of our financial consultants, please call (707) 449-4000 or (800) 877-8328.


We value your membership and your privacy is very important to us. Please click here to view our Privacy Policy. © 2015 Travis Credit Union. All Rights Reserved. The LPL Financial Registered Representatives associated with the site may only discuss and/or transact securities business with the residents of the following states: California. Travis Credit Union and Travis Financial Services are not registered broker dealers and are not affiliated with LPL Financial. Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not Insured by NCUA or any other Government Agency  |  May Lose Value  |  Not a Deposit of or Guaranteed by the Credit Union

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial's U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please not that not all of the investments and services mentioned are available in every state.