Investment & Insurance Solutions
With Us, It’s Personal
Since 1989, Apple Financial Services LLC, a wholly-owned subsidiary of Apple Federal Credit Union, continues to provide professional insurance, investment, and retirement services to Apple members.
Helping you plan for life and the ups and downs that go with it, our experienced experts get to know you and your unique circumstances, so we can come up with a plan that meets your goals and one that you feel comfortable with.
Your Privacy is Important to Us
The information you share helps shape the advice your Financial Advisor can offer and the strategy you’ll build together. We take your privacy seriously because we understand that your financial position is personal, private and important to you. All information you share is kept strictly confidential, stored and transmitted securely, and treated with respect.
We do not disclose any non-public information about our clients or former clients to anyone, except as instructed to do so by such clients or as required by law. We restrict access to non-public information to those professionals necessary to provide investment, insurance and tax services and we maintain physical, electronic, and procedural safeguards to protect non-public information.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Apple Federal Credit Union and Apple Financial Services LLC are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Apple Financial Services LLC, and may also be employees of Apple Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Apple Federal Credit Union or Apple Financial Services LLC. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit
https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
for more detailed information.