Chart a path to your financial future. Planning & Investing

What Is Investment Management?

Investment management is simply developing an investment strategy to help address your financial goals and dreams.

The experienced Financial Consultants at Tower Financial Services work on salary, not commission, so we can offer a diverse range of products that suit your interest, not theirs. We offer unbiased recommendations, and can help you navigate an ever-changing and often confusing financial environment. Our services are available exclusively to Tower members as an added benefit of credit union membership.

We can create a customized investment plan that is consistent with your specific financial goals, lifestyle and risk tolerance. Already an investor? We will review your portfolio to make sure your investments are performing optimally. If you're new to investing and just need sound, objective advice, we're happy to provide that too.

A complimentary consultation, either by phone or in person, with one of our Financial Consultants will introduce you to a full range of investment products including stocks, bonds, mutual funds, insurance and annuities. Investment products are offered through LPL Financial, one of the nation's leading diversified financial services companies.

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Tower Federal Credit Union and Tower Financial Services are not registered broker dealers nor affiliated with LPL Financial. The Tower Financial Services Web site is for U.S. Residents only. LPL Financial's U.S. Investment Representatives may only conduct business with residents of states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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