Investments and Retirement
Get friendly guidance from our experienced team.
If you could use help planning your successful financial future, turn to the professionals at Veridian Investment Services. You can get assistance in many areas:
Retirement planning
Figure out how much you'll need to enjoy your golden years in comfort – and then learn how to get there.
401(k) transition assistance
Explore the options for your employer-sponsored retirement savings after retiring or starting a new job.
Estate Planning
Learn how to create an estate plan that provides you with peace of mind and truly reflects the legacy you want to leave behind.
Already working with our team?
Access your investments with the convenience and security of Account View 2.0. View your most up-to-date account information from your desktop, mobile phone, or tablet with just the click of a button.
Meet the Veridian Investment Services team
Set up a no-cost consultation with a professional near you to analyze your current financial situation and determine how we can help you focus on your long-term goals and expectations.
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. Veridian Credit Union and Veridian Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Veridian Investment Services, and may also be employees of Veridian Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Veridian Credit Union or Veridian Investment 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
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.
Veridian Credit Union (“Financial Institution") 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.