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When you have an investment need WE CAN DO IT!

We can assist you with:

  • 401(k) rollovers
  • Fixed Variable Annuities
  • Guaranteed Life Time Income programs
  • Estate Planning
  • Pre and Post retirement planning
  • Tax advantaged college funding
  • Investment portfolio analysis
  • Long Term Care
  • Tax Advantage investments

FREE Financial Consultation
Schedule an appointment today with a Financial Advisor at a Member Service Center nearest you.

For our valued members, a complimentary

  • Comprehensive personal financial review
  • Comprehensive review of your current life insurance contracts

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California Insurance License #0E24631. Securities and Insurance Products offered through LPL Financial, and it's affiliates, Member FINRA/SIPC. Discount brokerage services are offered through UVEST Financial Services, member FINRA/SIPC. LPL Financial and UVEST Financial Services are affiliated organizations.  Insurance products offered through Kinecta Financial & Insurance Services, a subsidiary of Kinecta Federal Credit Union. CA Insurance License #0E24631.  Insurance and investment products: 1) are not NCUSIF insured; 2) are not obligations of or guaranteed by the credit union or any affiliated entities; 3) involve investment risk, including possible loss of value.

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Kinecta Financial & Insurance Services and Kinecta Federal Credit Union are not affiliated with LPL Financial. Some insurance products available to California residents only.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.s. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.