Wealth Management

Who We Are
LPL Financial is your personal financial service guide to help navigate your money and investments through life. Whether your goal is to purchase a home, plan for retirement or simply evaluate your current financial situation, you can start with LPL Financial.  Our primary focus when working with clients is that investing is personal. Your LPL Financial Advisors aims to first understand your needs, then give you the professional advice you need to help meet those needs based on where you are in your life. We build our business on your trust and life goals, and we are dedicated to securing your confidence.

Power of Partnership
Paired with LPL Financial, one of the nation's leading diversified financial services companies, Michigan Legacy Credit Union has created a strong foundation to help you with your financial goals. Since both organizations are based on providing unbiased advice with no hidden agenda, the focus remains on doing what's suitable for the member by guiding you and your investments. Through LPL Financial, your LPL Financial Advisor has access to leading-edge tools and technology, independent investment research data and open product architecture — offering a multitude of wealth management programs.

At LPL Financial, we patiently listen to each client's individual needs, strategically plan for their dreams and carefully work towards securing their future.

Schedule a Complimentary Consultation with a Financial Advisor Today!