LPL Financial Advisor
Located at Arizona State Credit Union
6501 E. Greenway Parkway
Scottsdale, AZ 85254
Toll Free: 877.566.0517
Mike offers guidance and sound advice that best helps members achieve their financial goals. As a regional financial advisor for LPL Financial, located at Arizona State Credit Union, Mike travels throughout the greater Phoenix area assisting Credit Union members with their financial planning goals.
When you are ready to begin or revisit your financial portfolio, they can provide you with the financial planning options to meet your needs:
- Professionally Managed Accounts
- Tax-Free Investments
- Tax-Managed Investments
- Retirement Income Planning Strategies
- Estate Planning and Wealth Transfer Strategies
- Retirement Planning - (Traditional IRAs, Roth IRAs, 401(k), and 403b accounts)
- Portfolio Review and Financial Management Analysis
- Insurance Needs Analysis
- Long Term Care
- College Savings Plans
- Mutual Funds
- Insurance Protection
Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Arizona State Credit Union is not a registered broker-dealer nor affiliated with LPL Financial.
|NOT NCUA INSURED
||NO CREDIT UNION GUARANTEE
||MAY LOSE VALUE
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.