investments

Investments and Insurance

Schools Financial Credit Union 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

Madison, Natomas, Placerville, Roseville and Yuba City

Jerry Sandlin

Calvine Pointe, College Greens, Folsom, 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