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Give us a call: 206-439-5720
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Invest in Your Future with BECU Investment Services
BECU was founded by a group of Boeing employees who pooled their resources to improve their finances. Today, BECU Investment Services shares the same philosophy of helping Boeing employees advance their financial goals.
We can provide guidance on maximizing your benefits, navigating the transition to retirement and managing your investment plans.
You're Worth Investing In
Read our Pursue Your Dreams brochure (PDF) to see how BECU Investment Services can help you build a financial road map that matches your goals today and in the future. Pursue Your Dreams Brochure (PDF)We Can Help You Plan For the Future
Let the financial advisors** at BECU Investment Services help you explore ways to earn more on your savings. Get personalized, one-on-one investment and retirement services for Boeing employees.
We recognize that no person or situation is the same. That's why we take the time to get to know you and understand your goals so we can discover, plan, implement and monitor a strategy that best serves your unique needs.
Whether you're starting to learn about financial planning, need investment management, are seeking consulting about long-term care, or want guidance for your transition to retirement, we offer a range of products and services to help you reach your goals. Among the many services we offer, we can help you:
- Maximize your retirement planning (pre and post).
- Feel more confident about your financial planning strategy.
- Learn how to manage your investments.
- Transition your 401(k) from another employer account.
- Explore new investment opportunities.
- Plan for future educational opportunities and more.
As a BECU credit union member, you can receive a complimentary financial review with one of the advisors at BECU Investment Services.
Call 206-439-5720 or email investmentservices@becu.org today to schedule your complimentary appointment.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
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 read the LPL Financial Relationship Disclosure for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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