Planning & Investing
Work towards your goals with long-term savings plans, investment services, retirement and estate planning.
We offer access to professional investment and retirement planning services through our team of licensed financial advisors.
Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.
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 are not registered broker/dealers and are not affiliated with LPL Financial. Investments are:
|Not NCUA/NCUSIF Insured||Not Credit Union Guaranteed|
|Not Obligations of BECU||May Lose Value|
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of all 50 states.
Through our professional trust, estate and asset management services, our goal is to administer, grow and preserve assets for you and your loved ones.
BECU Trust Services is a trade name used by MEMBERS® Trust Company under license from BECU. Trust services are provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and investment products are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested.