Investments & Insurance

We've got you covered

Schools Financial goes all-out to offer the products and services our members want and need, and we partner with the best providers around. The Credit Union encourages you to protect yourself and your assets the right way.

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Schools Financial Services

The Credit Union gives members access to a variety of investment and insurance products offered through LPL Financial, America's number one brokerage firm.1 Please contact an LPL Financial Advisor today at 916-334-1241 to discuss which services best fit your needs.

 

  Jerry Sandlin   Christopher Kemp
  Calvine Pointe Branch   Folsom Branch
  College Greens Branch   Madison Branch
  Fruitridge/Freeport Branch   Orangevale Branch
  Laguna Branch   Placerville Branch
  Natomas Branch   Roseville Branch
  Yuba City Branch  


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
 

The LPL Financial Registered Representatives associated with the site may only discuss and/or transact securities business with the residents of the following states: California. Jerry Sandlin and Christopher Kemp are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Schools Financial Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.
Not Insured by NCUA May Lose Value Not Guaranteed

1 Based on revenues, as reported by Financial Planning Magazine, June 1996-2016.

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