As an additional service to our members, FCCU makes available the FCCU Financial Advisors program through LPL Financial. For more information about LPL Financial, please visit lpl.com.
Your journey toward retirement may be a few years away or a few decades away, either way it's never too early to start planning. Whether you're a newly married young couple, parents planning for a child's education, a worker planning for retirement or someone facing an unexpected job change, FCCU Financial Advisors can help you reach your financial goals.
Contact them today to schedule a no-cost, no-obligation consultation to discuss your individual needs.
Phone: 920-563-7305 ext. 132
FCCU Financial Advisors can help you with:
- Money Management
- Insurance Planning
- 401(k) Education
- Retirement Planning
- Estate Conservation
- Investment Planning
- Business Planning
- Education Funding
Check the background on these investment professionals on FINRA’s BrokerCheck.
Meet our Financial Professional
Jeremy A Young, ChFC
LPL Financial Advisor
Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan to help achieve three key financial goals:
- Wealth accumulation during your working years
- Security and independence in your retirement
- The transfer of assets in the most advantageous manner
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
- Brokerage Account Login
- Money Management Folio Investing
- Financial Calculators — How much retirement income will you need?
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. Fort Community Credit Union(FCCU) and FCCU Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using FCCU Financial Advisors and may also be employees of Fort Community Credit Union (FCCU). These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Fort Community Credit Union (FCCU) or FCCU Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency
|Not Credit Union
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.