Investment Services

Don't just plan for retirement, own it. Invest and plan for the future with us.

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Contact BECU Investment Services

Scheduling a Complimentary, No Obligation Financial Review

BECU Investment Services shares the same credit union philosophy as BECU: doing what is in the best interest for every member we serve. That includes learning about your financial goals and aspirations so we can help you plan for your future.

We invite you to meet one-on-one with a Financial Advisor*. There's no cost and no obligation.

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Investment and Retirement Planning

We will help you answer those questions that keep you up at night: 

  • When can I retire?  

  • How much do I need in order to retire?  

  • Am I taking too much (or too little) risk?  

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Partnering with a Local, Trusted Professional is the Key

When you meet with BECU Investment Services, you'll receive advice that you can trust, knowing we'll always put your interests first. With integrity and years of expertise, we'll help guide you on the path to financial security.

*Financial Advisors are registered with, and Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services is not a registered broker / dealer and has a brokerage affiliate arrangement with LPL Financial. Investments are:

Not NCUA/NCUSIF Insured Not Credit Union Guaranteed Not Obligations of BECU May Lose Value

Branch Office located at BECU, 12770 Gateway Dr., Tukwila, WA 98168. BECU, BECU Investment Services and LPL Financial are separate entities.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of all 50 states.