Investment Services
Your financial goals are important to us. That’s why we have contracted with Osaic Institutions Holdings, Inc. (Osaic). Osaic was formed for the express purpose of serving credit union members’ investment needs. Founded in 2016, with headquarters in 7 states and affiliated wealth management professionals in all 50 states, Osaic is a full-service investment firm. Osaic is poised and ready to assist you with meeting your financial planning needs.
Whether you are looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just want to second opinion, we are here to help. Our Osaic Institutions Financial Advisor, Andrew Lewis, is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals.
Services include:
- Reviewing Your Current Financial Plan
- Retirement Planning
- IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
- Tax Efficient Investments
- Retirement Income Strategies
- Education Funding
- Life and Long Term Care Insurance
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Andrew is here to:
- Listen to your financial needs
- Provide impartial advice to help you make informed decisions
- Be dependable and responsive
To get started designing your plan, contact us today to schedule a complimentary, no-obligation appointment:
Contact: Andrew Lewis
Osaic Institutions Financial Advisor
Email: [email protected]
Call: 559-437-2008
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and Noble CU are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
Investment Representatives are registered through Osaic Institutions, Inc. The Credit Union has contracted with Osaic Institutions, Inc to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Osaic Institutions, Inc representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
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