 >> Main Page >> Previous Page Financial PlanningYour dreams for the future can begin with solid planning today.At Progressions we strive to provide you with the investment products you need. We understand that every investor should have a well-balanced portfolio which may include several types of investments.
No one mix of investments is ideal for everyone. Your portfolio should be tailored to your individual financial needs and risk tolerance, as well as be flexible enough that it can be modified as your needs change. Contact our Financial Planning Department at 327-2949 or email us.
Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Branch address: 601 W. Mallon, Spokane, WA NOT NCUA INSURED, MAY LOSE VALUE, NO CREDIT UNION GUARANTEE, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT ENTITY *Our Financial Consultant is not paid on commission. However, there will be fees and/or sales charges if you choose to purchase investment products. |
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© 2008 Progressions Credit Union Phone 535.0191 • Toll-free 1.800.828.8691 |
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Progressions makes available additional investment products and financial planning through LPL Financial. Our non-commissioned Financial Consultant is available to assist you with financial planning and investments.* Whether it's defining your financial goals, balancing your portfolio of investments, monitoring investment returns or minimizing taxes--we can help.
