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T O W E R F I N A N C I A L S E R V I C E S
What Is Investment Management? |
  
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Investment management is simply developing an investment strategy to help address your financial goals and dreams.
Our experienced Financial Consultants 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.
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.
Meet our Financial Consultants.
View a sample Financial & Investment Management Plan. (PDF)
Securities, insurance products and financial planning services offered through LPL Financial and affiliates, a Registered Investment Advisor, Member FINRA/SIPC. Tower Federal Credit Union is not a registered broker dealer 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.
| Not NCUA Insured | No Credit Union Guarantee | May Lose Value |
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