Investment Business Solutions

Investment Business Solutions

We'll be an advocate as you build and maintain your business.

Contact Us
randi and rolf a., kirkland

Contact BECU Investment Services

BECU Investment Services

Whether you're still building your business or thinking about a transition plan, you have a lot of financial decisions to make, and never enough time in the day.

The BECU Investment Services team can help with business solutions. We offer simple-to-manage retirement plans, strategies to help minimize your tax risk and diversify your portfolio—plus guidance for an exit plan if and when you're ready.

Business solutions include:

  • Retirement Plans: 401ks, SIMPLE, SEPs – simple-to-manage plans that work for you and your employees
  • Investment Management– strategies to work towards maximizing  your returns and minimize risk
  • Employee Seminars – presentations at your business to help employees understand their retirement plans

Direct Access to Local Professionals

Read more about our team of knowledgeable and experienced advisors and contact any of us directly to set up your complimentary in-person consultation.

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 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.