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:
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.
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.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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:
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.