Business Investment
Investment Planning
Employer Retirement Plans*
Our Investment Adviser Representatives can provide you with a broad range of options to select the retirement plan that provides you and your employees with a quality retirement plan. Regardless of your size, they can show you the plan that is right for you — 401(k), 403(b), Simple, SEP and other retirement plans are available.
Employee Sponsored 529 Plans*
The 529 or College Savings Plan allows your staff the opportunity to invest tax free as long as funds are used to pay for Qualified Higher Education Expenses.
What makes LFCU Investment Services different from the rest?
Over time, you may find your current adviser losing that personal touch. As part of Langley Federal Credit Union, our first priority is providing world-class service to you. We accomplish this by doing our homework, and then some. We start with a due-diligence process, whereby we carefully select the highest quality investment products suitable to your needs. We make careful choices and narrow the vast list of products — mutual fund and insurance companies — to help you select a product that is most suitable for you. We customize your investment plan and take time to truly know you. And most importantly, we maintain the personal touch.
Your Personal Investment Adviser Representative
To make wise investment choices you need to know about tax laws, current and pending legislation, market and bond trends, and have a deep understanding of investing principles. But for many people, committing that kind of time to research isn't possible. That's where we can help. With products available through Financial Network Investment Corporation, an independent managed broker dealer, our experienced and registered team of Personal Investment Adviser Representatives will work with you to create a personal investment strategy to help you reach your financial goals — whether you are saving for retirement, funding a college education, or developing a well-rounded portfolio.
How you can contact us?
Schedule a complimentary consultation by calling (757) 898-0089 or by visiting your nearest LFCU Branch to arrange a meeting. For more information or to contact our team online, contact us
Meet Our Financial Professionals
- Bill Eastburn serving the Coliseum, NASA, Air Force and Poquoson branches
- Ann Marie Miller serving the Yorktown, Hayes, Coast Guard and Williamsburg branches
- Mike Smith serving the City Center, Oyster Point, Denbigh and Warwick branches
- Bonnie Fox serving the Willow Oaks, Aberdeen and Chesapeake branches
- Adam Deskins, Registered Sales Assistant
Visit the Financial Answer Center
Find easy access to financial topics, get help in seeing and understanding what may be important to you, and be directed to someone who can help.
