Financial Consultants
Thanks to our partnership with LPL Financial, Logix Financial Services and our friendly Financial Consultants offer a wide range of investment opportunities. From helping with Financial and Estate Planning to providing guidance on tax strategies and retirement planning, we've got you covered. Whether you're dreaming of a comfortable retirement or working towards building your wealth, our Financial Consultants bring a holistic approach to wealth management.
Schedule an in-branch or virtual meeting to speak with one of our Financial Consultants.
Virtual Financial Consultants
Financial Consultants in California
Financial Consultants in New Hampshire
Brokerage Account
Log into Brokerage Online to access your accounts. Don't have a Logix Financial Services brokerage account yet? Get started by calling (800) 553-3707, Monday - Friday, 8 AM - 6 PM (PT).
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:
Other Government Agency
or Obligations
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.
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