Vehicle & Other Loans
Finance your next car, motorcycle, boat, RV, or personal loan with COMTRUST. Get competitive rates, flexible terms, and a hassle-free loan process tailored to you.
Personalized Financial Planning
We tailor strategies to your unique financial situation, helping you manage wealth and plan your future.
Schedule Your Free Consultation
Schedule a no-cost consultation to discuss your investment, retirement, and financial goals.
A Smarter Approach to Financial Planning
"COMTRUST Financial Services offers professional financial planning to help you pursue growing wealth, prepare for retirement, and plan your financial future with confidence. Our association with LPL Financial provides access to competitive investment strategies, ensuring your financial planning is tailored to your needs."
When developing your financial strategy, your COMTRUST Financial Services representative will consider:
- Investment goals and objectives
- Timeline for meeting goals
- Cash flow needs
- Financial resources
We tailor financial strategies to your unique needs, including 401(k) and rollover services. Schedule a no-cost, no-obligation consultation today.
Building Your Financial Foundation
A strong financial foundation is the key to long-term success. These services help you create a sound plan tailored to your personal and professional goals.
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Financial Planning
Personalized strategies to manage and aim to grow your wealth with confidence.
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Income Planning
Pursue financial stability with a steady income stream for life’s milestones.
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Retirement Planning
Plan ahead for a secure and pursue a comfortable retirement.
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College Savings
Start saving early to plan your child’s educational future.
Pursue Maximizing Your Wealth
Beyond the basics, financial success requires smart investment choices and protection for your future. These services are designed to help you grow and presere your wealth.
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Managed Accounts
Professional oversight to align your investments with your financial goals.
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Fixed & Variable Annuities
Choose between fixed or market driven growth potential for future income.
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Mutual Funds
Diversify your portfolio with professionally managed funds.
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Life & Long-Term Care Planning
Prepare for the unexpected with life and extended care solutions.
Let’s Work Toward Building Your Financial Future Together
Whether you need retirement planning, investment advice, or a savings strategy, we’re here to help. Contact us today to start planning for tomorrow.
COMTRUST Federal 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
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. COMTRUST Federal Credit Union and COMTRUST Financial Services
are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using COMTRUST Financial Services, and may also be employees of COMTRUST Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, COMTRUST Federal Credit Union or COMTRUST Financial Services.
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
The LPL Financial registered representative(s) 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.
