Financial Planning with Blue
One realized dream at a time, Blue helps transform communities to reach their full potential.
We aim to inspire our members...
Whether you’re looking to invest in the present or the future, for your kids or for retirement or beyond, we make navigating the complex world of investing easier. Our LPL* investment representatives are right in your neighborhood, and can work with you to set individual goals. Providing ready access to our in-house team of advisors is just another way we reward members and prepare you to make smart, informed financial decisions, including a variety of insurance options.
Meet with an Advisor
When you take advantage of Investments at Blue, you work directly with a local professional. We have an entire team waiting to help you reach your goals.
Investments at Blue
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. Blue Federal Credit Union and Investments at Blue are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investments at Blue, 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, Blue Federal Credit Union or Investments at Blue. 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.
Investments at Blue is not registered as a broker-dealer or investment advisor.