LPL Financial Consultant
Located at Arizona State Credit Union
6456 N Oracle Rd
Tucson, AZ 85704
Alvernon, Oracle, and University Phone: 520.784.5080
Safford Phone: 928.348.2012
Toll Free: 877.566.0517
As a regional financial consultant for LPL Financial located at Arizona State Credit Union, Tammy travels throughout the Safford and Tucson areas working with members to determine and help achieve their financial planning goals.
Her professional services include:
- 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, 401k, and 403b accounts)
- Portfolio Review and Financial Management Analysis
- College Savings - (529 Plans and Coverdell Educational IRAs)
- Small Business Retirement Planning - (SIMPLE IRAs, SEP-IRAs, and 401ks)
- Insurance Needs AnalysisSecurities 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.