Financial Planning to pursue Financial Freedom
Team One Investment Services advisors offer securities through LPL Financial; Member FINRA / SIPC as our broker/dealer. LPL Financial makes available a variety of investment and insurance programs including Traditional and Roth IRAs, Mutual Funds, Fixed Annuities, Variable Annuities, 403b Plans, Long Term Care Insurance and Life Insurance.
As a credit union member, you are entitled to a free review of your finances and a professional opinion about your investment options.
Investment Services Designed Just for You
At Team One Investment Services, we're committed to helping you achieve your financial objectives. Our partnership with LPL Financial provides access to a wide range of investment products and strategies tailored to your unique situation. Our team of experienced advisors is dedicated to delivering exceptional service and guidance every step of the way.
Professional Investment Services
Our Investment Services team offers a range of services designed to help you seek your long-term financial objectives. Some of the services they provide include:
- Retirement planning
- Investment strategies
- College savings plans
- Financial management
- Strategies focused on growing your wealth
- Insurance
- Guided Wealth Portfolios (self-directed investments)
What sets our Investment Services team apart is their personalized approach. Because they don't offer proprietary investment products, they can provide guidance based on thorough market research, always putting your best interests first.
Meet Your Investment Team
Our Investment Services team is comprised of professionals with years of experience, advanced degrees, and national accreditations. They are available to meet with you at your convenience within our branch locations or schedule a call to discuss your financial goals.
Meet Jordan Gersell - LPL Financial Advisor
Jordan Gersell
LPL Financial Advisor
Meet Tammy R. Claramunt-Kibbe - LPL Financial Advisor
Tammy Claramunt-Kibbe, LPL Financial Advisor, is trained and licensed to provide assistance with financial wealth management and over 25 years of experience in helping Members manage their insurance and investments and work toward long-term financial success. Get a customized program designed to help manage your wealth, while receiving a high level of personalized service.Tammy R. Claramunt-Kibbe
LPL Financial Advisor
To get started on your customized investment plan, simply email our Investment Services team or call 888.674.2848 to schedule a no-cost, no-obligation meeting. Our advisors are eager to work with you to pursue your financial goals.
Choose Team One Credit Union for Your Financial Partner
LPL Financial stands out from traditional investment banking firms with its dynamic business model, which includes:
- No proprietary products mean no conflicts of interest, giving you confidence that recommendations are made solely in your best interest.
- Respected, independent research ensures that our advisors have access to the latest insights and information.
- Innovative technology and ongoing training enable our advisors to stay ahead of the curve and provide professional guidance.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA / SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Team One Investment Services and Team One Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Team One Investment Services, and may also be employees of Team One Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Team One Credit Union or Team One Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with resident 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.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html and https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf for more detailed information.