Wealth Management
Investment Services
Save with purpose.
Where do you see yourself in the future? Sound Investment and Retirement Solutions advisors offer personalized advice to help you plan ahead for your major milestones like college or retirement.
No Minimum Investment
An advisor can help find ways to grow even the smallest investments.
Online Portfolio Access
Stay on top of your portfolio at any time with [new info].
Tailored Advice
Get a financial plan that is designed to meet your financial goals and needs.
Dedicated Support
Your advisor is available when you need it, from your first call and beyond.
No Obligation Consultation
Talk with an advisor about your financial goals at no charge.
Managed Accounts
Your advisor will continue to monitor your portfolio’s performance, even after your initial investment.
Your Advisor is with you through every step
Getting Started
Your relationship with your advisor starts the moment you contact them. During your initial conversation, they will take time to get to know you and your financial goals.
Creating a Plan
Your advisor will put together a plan based on your goals. They’ll explain what you can expect, walk you through next steps, and answer questions.
Ongoing Support
After your accounts are set up, your advisor is available to you on an ongoing basis. Have questions or want to make a change? Feel free to contact them; they’re here to help.
Ready to get started?
800.562.8130
Disclosures
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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. Sound Credit Union and Sound Investment & Retirement Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sound Investment & Retirement Solutions, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sound Credit Union or Sound Investment & Retirement Solutions. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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 for more detailed information.
The LPL Financial registered representatives 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.
Sound Credit Union is not registered as a broker-dealer or investment advisor.