Investment services dedicated to members
When it comes to helping you work toward your financial goals, we work hard to find products and strategies that meet your needs. For investing, that's MSGCU Investment Services. This partnership between MSGCU Investment Services and LPL Financial opens the doors to comprehensive investment resources and experienced financial advisors for all members.
The MSGCU Investment Services team is already helping many MSGCU members plan for their long-term financial goals. Together, our team of advisors has years of experience, advanced degrees, and national accreditations and are available to you, at your convenience, right within MSGCU branches.
A wealth of information from collaborative partners
We want to help you chart an investment course toward success. Contact an advisor to schedule an appointment and receive your complimentary consultation.
Professional investment services start here
How can MSGCU Investment Services advisors help you? Here are just a few of the services they can provide.
- Retirement planning
- Investment strategies
- Estate planning and trust services*
- College savings plans
- Financial management
- Strategies focused on growing your wealth
- Guided Wealth Portfolios (self-directed investments)
Because the MSGCU Investment Services team offers no proprietary investment products and has no investment banking operations, they are able to make informed recommendations based on strategic market research to help you work toward your personal goals. In other words, they are invested in you first.
MSGCU Investment Services advisors are happy to schedule a no-cost, no-obligation meeting to assist you in planning for your financial future. Simply email the team or call 866.674.2848 to request an appointment.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Michigan Schools and Government Credit Union and MSGCU Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using MSGCU Investment Services, and may also be employees of Michigan Schools and Government Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Michigan Schools and Government Credit Union or MSGCU Investment Services.
|Not Insured by NCUA or Any Other Government Agency
||Not Credit Union Guaranteed
||Not Credit Union Deposits or Obligations
||May Lose Value
CRPC® or Chartered Retirement Planning Counselor is a designation from the college of financial planning. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with Michigan residents. (Kody Seibold is also registered in California, Florida, and Tennessee.)
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.