Navigating your financial future can be extremely challenging. Whether a student, working full or part-time, or the on-the-go guardian, you need qualified advice. And that is where our FirstLight Insurance, Retirement, and Invesment Services (FirstLight IRIS) and our dedicated staff comes into the picture. Our FirstLight IRIS Team are LPL Financial Advisors who can assist with your financial journey—from saving for your child’s college education to living comfortably in your retirement. Even better, our seasoned professionals offer free consultations to get to know you and your financial dreams.
STRATEGIES FOR PRESERVING YOUR INVESTMENT AND YOUR FUTURE!
You’ve worked hard to build the life you’ve wanted. Insurance can protect you and those you love from an unexpected death, illness and even from living longer than expected. By protecting yourself with life and long-term care insurance, as well as Annuities. Talk to one of our LPL Financial Advisors to help you find peace of mind in protecting yourself and the one’s you love.
It’s never too early or too late to prepare for your future. With a professionally managed portfolio, you can match your financial planning needs to the right saving strategy. Our LPL Financial Advisors can help you ensure you are on track—providing a pathway for consistent savings over time with the right long-term strategies.
Why not design a savings or retirement plan based on your specific goals? Your plan may include a balanced portfolio of funds and investments. Our professional LPL Financial Advisors will guide you in how to allocate your resources based on your goals. Investments can include stock options, bonds, and/or mutual funds.
MEET THE TEAM
At FirstLight Federal Credit Union, we pride ourselves in providing our membership with access to experienced industry professionals that can assist you in working toward your financial goals. Our LPL Financial Advisors can help you develop customized financial strategies specifically for you. Better is…knowing you have financial advisors on your side!
Check the background of these investment professionals on FINRA's BrokerCheck.
PHILLIP BOYD – LPL Financial Advisor
Phone: (915) 564-3257
ERIK JAIME – LPL Financial Advisor
Phone: (575) 541-9941
ABRAHAM MARQUEZ – LPL Financial Advisor
Abraham is a qualified partner of FirstLight IRIS with a strong history of working with credit union members, their family and their friends. He brings a wealth of knowledge IN a wide variety of investment and insurance products. He is also a Registered Representative of LPL Financial, member FINRA/SIPC and holds an insurance license.
Phone: (915) 562-1172
Financial planning is more than just increasing assets, it’s about building relationships to help you work towards your financial goals and dreams. For a free consultation, schedule an appointment today with our local LPL Financial Advisors.
For more information about FirstLight Investment, Retirement, and Insurances Services please click here.
Disclosure: 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. FirstLight Federal Credit Union and FirstLight Insurance Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using FirstLight Insurance Retirement & Investment Services, and may also be employees of FirstLight Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, FirstLight Federal Credit Union or FirstLight Insurance Retirement & 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.