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Travis Financial Services (TFS) offers access to investment and insurance products through LPL Financial, which supports people like you in more than 4,500 branch offices nationwide. 

Our experienced TFS financial consultants are available to help with your investment needs at all Travis Credit Union branches. We want to assist you with identifying, prioritizing and helping you strategically reach your ultimate investment goals.

Make an appointment with a TFS financial consultant today!

Contact TFS Login to Your Account

 


Michael White TFS rep

Michael White

Serving: Vacaville-Cernon, Vacaville-Peabody,
Dixon, Woodland
Office: (707) 469-1815 or
(800) 877-8328, ext. 1815
Fax: (707) 451-1142
Contact TFS

Aric Koshiyama TFS rep

Aric Koshiyama

Serving: Davis, Vaca Commons
Office: (707) 469-1816 or
(800) 877-8328, ext. 1816
Fax: (707) 469-1814
Contact TFS


Benjamin Crombie TFS rep

Benjamin Crombie

Serving: Fairfield- N. Texas, Paradise Valley,
Suisun, TAFB
Office: (707) 469-2098 or
(800) 877-8328, ext. 2098
Fax: (707) 425-5361
Contact TFS

Dianne Jones

Dianne Jones

Serving: Antioch, Benicia, Clayton, Concord,
Fairfield- Gateway, Fairfield- Green Valley,
Napa, Richmond, and Vallejo
Office: (707) 469-1817 or
(800) 877-8328, ext. 1817
Fax: (707) 469-1814
Contact TFS


Mike Powell

Mike Powell

Financial Consultant
Office: (707) 469-1987 or
(800) 877-8328, ext. 1987
Fax: (707) 469-1814
Contact TFS

Mychele Marshall

Mychele Marshall

Financial Consultant Assistant
Office: (707) 469-1696 or
(800) 877-8328, ext. 1696
Fax: (707) 469-1814
Contact TFS


Shelby Fortney

Shelby Fortney

Financial Consultant Assistant
Office: (707) 469-1741 or
(800) 877-8328, ext. 1741
Fax: (707) 469-1814
Contact TFS

Angela Hurley

Angela Hurley

Manager Retail Business Partners
Office: (707) 469-1662 or
(800) 877-8328, ext. 1662
Fax: (707) 469-1725
Contact TFS


Make an appointment with a TFS financial consultant today!

Contact TFS Login to Your Account

 


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We value your membership and your privacy is very important to us. Please click here to view our Privacy Policy. © 2017 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.


The "Contact TFS" and "Login to Your Account" links are provided as a convenient connection between the websites belonging to Travis Credit Union and its business partner. The policies and procedures in use at our business partner may differ from those in use at Travis Credit Union. Travis Credit Union is not responsible for the content contained in our business partner website.


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NMLS #643926

This credit union is federally insured by the National Credit Union Administration.

© 2017 Travis Credit Union. All Rights Reserved.
We value your membership and your privacy is very important to us.

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Routing Number - 321170839

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