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 reduce 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 evaluate returns and risk

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

*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:

Not Insured by NCUA or  Any Other Government Agency 
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

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 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.