Logix Financial Services

Don't leave your money behind.

401K Distribution Planning

If you're the type of person who's moved up and on in a variety of jobs, there's a good chance you've left your 401(k)s behind.

Financial Consultants who know what's what.

Why not talk to a Financial Consultant to get your house in order? Our knowledgeable, experienced team has been helping members make informed decisions and find the suitable investments for their personal goals for years.

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.