Financial Planning | Together Credit Union
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FINANCIAL PLANNING

Invested in your financial well-being now and into the future.
Meet Our Financial Advisors

Investment Guidance to Support Your Financial Future

At Together Credit Union, we care about our members financial well-being and goals. It's just one of the reasons why our members have access to Together Investment and Retirement Services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Whether you are just starting out with your investment journey, looking for additional peace of mind our investment professionals are here to help with support including:

Insurance Services

  • AD&D Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Auto and Home Insurance
  • Investment Management 

Investment Services

  • Brokerage Services
  • Retirement Services
  • Trust Services
  • Financial Management
  • Investment Management
  • Estate Conservation
  • Education Planning & Savings

Investment & Retirement Services

Personalized investment services to help you reach your goals

  • Brokerage, retirement, trust, financial management, estate
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Insurance Services

Comprehensive insurance solutions for all your needs

  • AD&D, Life, Long Term Care, Auto & Home
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Meet Our Financial Advisors

Get to know your advisors to plan for what's next 

  • Professional, personalized service, member-focused
Contact a Financial Advisor

Access Your Investment Account

Login to access to your account and manage your investments 24/7

  • Secure online access, manage your investments, review statements and confirmations
Login

Financial Well-Being Resources

Resources to help you find peace of mind

  • Tools, calculators and helpful education
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Our Core Values

Our purpose is to be our members trusted financial partner

  • Excellence, Ownership, Integrity, Diversity
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Who should I contact about my investment options?
Our dedicated financial advisors can help answer your questions and guide you with information to help you gain peace of mind. Contact our financial team today. Meet Our Financial Advisors.

About Together CU

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News & Events

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Client? Access Your Account Here

Access Your Investment Account
Disclosure:
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. Together Credit Union and Together Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Together Investment & Retirement Services, and may also be employees of Together Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Together Investment & Retirement 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 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.

LPL Financial Form CRS

1- David Fitzgerald is a registered representative with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).