Logix Financial Services

Strive to secure, relax and grow.

Manage Wealth

Investment Advice You Can Count On

Enjoy the confidence that can potentially come from professional investment advice and advisors known for service and integrity. Our Financial Consultants will partner with you to create and manage your personal investment and retirement plan. We can help you with:

Guaranteed Lifetime Income Programs
Legacy Planning
Retirement Planning
401(k) and 403(b) rollover options
Tax-Advantaged College Funding
Tax Reduction Strategies
Comprehensive Personal Financial Reviews
Life Insurance Cost and Beneficiary Analysis

And much more

Investment Management and Access to Advisory Services

Building an investment portfolio is not the place to go it alone. Instead of costly experiments, consider fee-based asset management programs under the direction of our financial professionals. We offer competitive, flexible strategies tailored to your investment objectives.

Through LPL Financial, we offer the following investment products:

Mutual funds
Annuities
Tax-advantaged and tax-deferred alternatives
Common stock
Bonds
IRAs
529 College Savings Plans

Have any questions?

Schedule an in-branch or virtual meeting to speak with one of our Financial Consultants.

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Certain links on this page refer to Logix or Logix Federal Credit Union products and services. These include Vehicle Loans, Home Loans and Live Chat, which are not offered by LPL Financial.

IMPORTANT: Brokerage Disclosures:

The financial consultants of Logix Financial Services are registered representatives with, and 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. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial 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

Logix Federal 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.