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Financial Planning

In order to best serve the needs of our members, Alliance Catholic Credit Union offers members the opportunity to receive personalized & comprehensive investment, retirement and insurance services from LPL Financial.

Our members can choose to receive dedicated financial planning services, objective investment strategies and on-site availability. The LPL Financial independent advisors maintain office hours in select Alliance Catholic Credit Union branches and will also offer the opportunity to consult at the member’s location of choice.

For more information, visit the LPL Financial website.

Products offered through our relationship with LPL Financial are not federally insured, not obligations of Alliance Catholic Credit Union and are not guaranteed by the credit union.