This page uses JavaScript. Your browser either does not support JavaScript or you have it turned off. To see this page properly please use a JavaScript enabled browser.
FinancialEdge Credit Union Go to main content Locations

FinancialEdge Advisory Group

Take Control of your Financial Future

FinancialEdge Advisory Group

There are many important financial decisions that must be made throughout someone's life. Whether it's a newly married young couple, parents planning for a child's education, a worker planning for retirement or someone facing an unexpected job change - FinancialEdge Advisory Group can help you pursue those financial goals. 

As your life changes, so do your financial needs.

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? Contact Jonathan today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

Insurance Strategies

Alternatives to help protect those you love.

Learn More

Investment Strategies

Options to help you save for the future.

  • IRA - Tax favored accounts to prepare for retirement
  • Mutual Funds - Diversified Investment options for your objectives
  • Managed Accounts - Professionally managed portfolios to match your needs
  • Annuities - To help you save for, and live in retirement
  • Stocks & Bonds - Individual investments to compliment your style

Learn More

Preparing For Your Future

It's never too late to plan, start today.

Helpful Links

LPL Financial Online Access - Open a brokerage account, view current account status and holdings, get quotes, conduct trades, get industry news, and see what the market is doing today.

Financial Calculators - Find answers to questions like, "How much retirement income will I need?" with these varied calculators.


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. FinancialEdge Credit Union and FinancialEdge Advisory Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using FinancialEdge Advisory Group, and may also be employees of [credit union name]. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, FinancialEdge Credit Union or FinancialEdge Advisory Group. 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

The LPL Financial registered representative(s) 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.

LPL Financial Form CRS

Go to main navigation





Call Now



Email Us



Live Chat