BALANCE TODAY'S NEEDS WITH TOMORROW'S GOALS
Your values, needs and goals are unique. We take the time to understand them so we can create a strategic wealth plan that reflects what's important to you.
Life and long-term care insurance, and annuities, protect you – and what matters most to you – from an unexpected death, illness and even living longer than expected. We can help give you peace of mind in knowing you’ve done the right thing.
A sound investment strategy can pay dividends in the future. The financial world is complex; let NCU Wealth Management break down your investment options and, together, build a strategy for success.
From sending the kids off to college, to completing your last day of work, your future financial goals are important to you. That’s why it’s so important to start planning now.purchases.
We're Here to Help
Financial Representative
Financial Advisor
Financial Advisor
We look forward to getting to know you and creating your personalized plan.
Complete the form below or call 401.233.4337
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. Navigant Credit Union and NCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NCU Wealth Management, and may also be employees of Navigant Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Navigant Credit Union or NCU Wealth Management. 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
Your Credit Union (“Navigant Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
© 2025 Navigant Credit Union. All rights reserved.
