Financial Planning

COMTRUST Financial Services strives to help Members pursue their financial goals. Through the partnership with LPL Financial, which is one of the leading financial services companies in the nation*, our Members have access to a wide array of financial services including:
  • Financial Planning
  • Income Planning
  • Retirement Planning – Traditional IRAs, Roth IRAs, 401(k) and 403(b) accounts
  • Managed Accounts
  • Fixed Annuities
  • Variable Annuities
  • Mutual Funds
  • College Saving
  • Life and Long-Term Care Insurance
For more information or to set up a consultation appointment, please contact:
Steven M. Miller, CLU
423.752.0228
Steven.m.miller@lpl.com

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com.

*As reported in Financial Planning Magazine, 1996-2014, based on total revenue.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. COMTRUST Federal Credit Union and COMTRUST Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

  • Not NCUA Insured
  • No Credit Union Guarantee
  • May Lose Value

Important information about your privacy and opening new accounts.


©Copyright 2017. COMTRUST Federal Credit Union. All Rights Reserved.

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Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency.