Financial Planning

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Helping Members pursue financial goals

COMTRUST Financial Services strives to help Members pursue their financial goals. Through the partnership with LPL Financial, which is one of the leading financial services companies in the nation*, our Members have access to a wide array of financial services.

 

When developing your financial strategy, Steve Miller, Financial Services Representative with COMTRUST Federal Credit Union will consider your:

  •  Investment goals and objectives
  •  Timeline for meeting goals
  •  Cash flow needs
  •  Financial resources

Steve has the skills and experience to assist you with your unique needs, including 401(K) and Rollovers. Call today to schedule a no-cost, no obligation consultation.

 

Steven M. Miller, CLU
Financial Services Representative
1020 Riverfront Parkway
Chattanooga, TN 37402
423.752.0228
Steven.m.miller@lpl.com

Check the background of this investment professional on FINRA’s Broker Check.

Financial Planning Services

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Financial Planning

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Income Planning

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Retirement Planning

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Managed Accounts

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Fixed Annuities

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Variable Annuities

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Mutual Funds

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College Saving

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Life and Long-Term Care

About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of financial goals and fulfill their dreams. 

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations. 

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals. 

For more information about LPL Financial, visit www.lpl.com

Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

Securities and advisory services offered through LPL Financial, a registered investment advisor. MemberFINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. COMTRUST Federal Credit Union and COMTRUST Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

*As reported in Financial Planning Magazine, 1996-2014, based on total revenue.

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