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Travis Financial Services (TFS) offers access to investment and insurance products through LPL Financial.
Start a conversation today with our experienced financial consultants to learn more!
Tax & Gifting Strategies
TFS offers access to investing, retirement & financial planning, and insurance products such as long-term care and estate planning through Financial Consultants who are licensed with LPL Financial, America's largest independent broker dealer*. Our experienced Financial Consultants are available to help members at all TCU branches identify, prioritize, and strategically work towards their long-term financial and investment goals.
The financial consultants of Travis Financial Services can help you develop a customized investment strategy.
Making decisions about your retirement account can
seem overwhelming, especially if you feel unsure
about your investment knowledge. However, the
following basic rules can help you make smarter
choices regardless of whether you have some
investing experience or are just getting started.
Read Article >
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. brokercheck.finra.org
The financial consultants at Travis Financial Services are registered representatives with, and 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. Travis Credit Union and Travis Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Travis Financial Services, and may also be employees of Travis Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Travis Credit Union or Travis Financial Services. 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 the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other 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.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
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