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Investment Advice You Can Trust

LPL Investment Services

Investment Advice You Can Trust


Identifying areas of potential opportunity for clients is just as important as the potential pitfalls, and investing with disciplined and time-tested strategies can make a meaningful impact on long-term investment results.  

The process of investing that LPL Financial Consultants1 use gives our clients a priority list of step-by-step action items for investing.  LPL Financial Consultants combine several savings and investing vehicles, which potentially include:

  • Employer Retirement Plan (if available)
  • Emergency Savings Accounts
  • Roth IRAs
  • Traditional IRAs
  • Debt Repayment
  • Annuities
  • Life Insurance Retirement Plans (LIRP)

Ready to get started?

Schedule your free, no-obligation consultation today. Make an appointment by calling 503.526.5606

1 The LPL Financial registered representatives 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.

Securities and advisory services 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. Rivermark Community Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of Rivermark Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Rivermark Community Credit Union.  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