Just as your lifestyle and goals are unique, so are your financial needs. But there is one need that everyone has in common—a financial roadmap.
Whether you’re just beginning a family, paying for a child’s education, or nearing retirement, VyStar’s Investment Services LPL Financial Advisors are ready to help you map out a plan and make choices that will get you where you need to go. We offer individualized services and are experienced in working directly with credit union members.
At no cost or obligation, you can benefit from a financial analysis and services that will help you develop a plan for all of life’s big journeys.
A mutual fund pools the money of many investors to purchase securities. The fund’s manager buys securities to pursue a stated investment strategy. By investing in the fund, you’ll own a piece of the total portfolio of securities, which could be anywhere from a few dozen to hundreds of stocks. This provides you with a convenient way to obtain instant diversification that would be harder to achieve on your own.
More about Mutual Funds
Fixed and Variable Annuities
Contact a VyStar Investment Services Financial Advisor today by phone (904) 908-2495 or email VISMarketing@vystarcu.org.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. VyStar Credit Union and VyStar Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured VyStar Credit Union deposits and are not NCUA insured. These products are not obligations of VyStar Credit Union and are not endorsed, recommended or guaranteed by VyStar Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. This site is designed for U.S. residents only. The services offered within this site are available through our U.S. Investment Representatives. LPL Financial’s U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all investments and services mentioned are available in every state.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
We want to help you pursue your financial goals, investment timelines, and risk tolerance levels. We provide financial analysis and services at no cost or obligation.
Use the form to request an appointment
Submit an Appointment Form
At VyStar we put our members' needs first.
Read All About Us