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In order to provide our members with the best and most complete financial package, Mountain America Credit Union has partnered with LPL Financial to offer investment services. LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer,* supporting more than 12,000 financial advisors and 750 financial institutions nationwide.
All investment representatives at Mountain America Credit Union are dual employees of the credit union and LPL Financial. This approach gives our advisors the tools and training they need to help members plan for the future, while allowing us to maintain the great service you're accustomed to receiving from Mountain America.
For more information, call 801-325-6260 or toll-free 1-800-540-7670.
*As reported in Financial Planning magazine 1996-2009, based on total revenues.