Investments and Insurance

Schools Financial Services Corporation offers access to a variety of investment and insurance products through LPL Financial, America's number one brokerage firm.1 Please contact Drew Shade or Jerry Sandlin today at 916-334-1241 to discuss which services best fit your needs.

Branch Territories

Drew Shade Folsom, Madison, Natomas, Placerville, Roseville and Yuba City
Jerry Sandlin Calvine Pointe, College Greens, Fruitridge/Freeport, Laguna and Orangevale


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. Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not insured by NCUA or any other Government Agency May Lose Value Not a Deposit of or Guaranteed by the Credit Union

1 Based on revenues, as reported by Financial Planning Magazine, June 1996-2011


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