Investment & Insurance

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.

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

Marie B. SmithJerry Sandlin

Jerry services the Calvine Pointe, College Greens, Fruitridge/Freeport, Laguna and Placerville branches.



Theresa MatistaJeremey Hill

Jeremey services the Folsom, Madison, Natomas, Orangevale, Roseville and Yuba City branches.

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 Credit Union 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.