Investment Business Solutions

Investment Business Solutions

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

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randi and rolf a., kirkland

Contact BECU Investment Services

BECU Investment Services

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

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, SEPssimple-to-manage plans that work for you and your employees

  • Investment Managementstrategies to work towards maximizing your returns and minimize risk

  • Employee Seminarspresentations at your business to help employees understand their retirement plans

*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.

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