Thoughtful unbiased guidance. To help you plan your financial future, Travis Credit Union has developed a relationship with LPL Financial. Travis Financial Services Consultants are positioned to offer you thoughful, unbiased guidance and access to a full range of financial options.
Serving: Fairfield, Napa, Vallejo
Office: (707) 469-1012 or (800) 877-8328, ext 61012#
Fax: (707) 428-6347
Contact by email
Serving: Fairfield- N. Texas, Paradise Valley, Suisun, TAFB
Office: (707) 469-2098 or (800) 877-8328, ext. 62098#
Fax: (707) 425-5361
Serving: Davis, Vacaville
Office: (707) 469-1816 or (800) 877-8328, ext. 61816#
Fax: (707) 469-1814
Serving: Contra Costa, Willow Pass, Clayton, Richmond, Antioch Terrace & Antioch Slatten Ranch
Office: (707) 469-4954 or (800) 877-8328, ext. 64954#
Fax: (707) 469-4952
Serving: Vacaville-Cernon, Vacaville-Peabody, Dixon, Woodland
Office: (707) 469-1815 or (800) 877-8328, ext. 61815#
Fax: (707) 451-1142
To make an appointment with a TFS financial consultant, please contact:
Office: (707) 469-1817 or (800) 877-8328, ext. 61817#
Fax: (707) 469-1844
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 our friendly member service center at (707) 449-4000 or (800) 877-8328.
© 2014 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.
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.