Financial Planning
Pima Federal Credit Union works with LPL Financial to provide you with independent, unbiased advice. Our registered LPL representative has no product quotas, so he can customize your portfolio to any financial strategy to fit your lifestyle.
Contact our LPL Financial Registered Representative, James H. Allen, to discuss:
- Investing during turbulent times
- Business retirement plans (for you and your employees)
- 401(k) rollovers
- Estate planning
- Asset management
- College planning
- Financial planning
Set up an appointment at (520) 745-6488 or email James at Jamesh.allen@lpl.com. He is located at our Tucson branch at 4841 S. Overland Drive.
