Investment & Insurance

Investments & Insurance

We've got you covered

Schools Financial, a division of SchoolsFirst Federal Credit Union, 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.

Through Trustage, members have access to AD&D, auto, home and life insurance. Learn more and get a FREE quote today.


 

Wealth Management With LPL Financial

The Credit Union gives Members access to a variety of investment and insurance products offered through LPL Financial, America's #1 independent broker/dealer.1 For a FREE no-obligation consultation, contact an LPL Financial Advisor at 916-334-1241 to discuss which services best fit your needs.
 

LPL Advisors

Theresa MatistaJeremey Hill, CRPC®, RICP®


Jeremey services all 11 of our branches.


Jeremey Hill is a Financial Advisor that has over twelve years of experience within the financial services industry and has been with Schools Financial Credit Union over two years. He is passionate about the financial services industry and enjoys using his experience and education to make a positive impact in people's lives. He is dedicated to helping others and believes retirement income planning is an essential component of financial planning. In his free time, Jeremey enjoys spending time with his wife, Francine and dog, Bear. He also enjoys traveling, golfing, snowboarding, and attending live sporting events.

Jeremey holds the Retirement Income Certified Professional (RICP®) and Chartered Retirement Planning Counselor (CRPC®) designations.


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 Jeremey Hill 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 is not a registered broker/dealer and is not affiliated with LPL Financial.
Not Insured by NCUA May Lose Value Not Guaranteed

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AK, WA.

1 Based on revenues, as reported by Financial Planning Magazine, June 1996-2017.