MariSol is pleased to offer members investment services through LPL Financial, the nation’s largest independent brokerage firm. LPL Financial offers non-proprietary investment products, unbiased research and wealth management services and is among the largest providers of third-party brokerage services to financial institutions in the country.
Your LPL Financial Advisor is Joe Greenberg, who has more than 25 years of experience in wealth management and accumulation strategies. He provides knowledgeable strategies, leveraging various insurance and investment products to help our members achieve positive financial futures.
Similar to the shared branching flexibility you have come to expect, MariSol teamed up with a local credit union service organization, Desert Schools Financial Services, LLC, to facilitate back office support. So, you know you will receive the top-notch service you deserve.
Contact Joe for your no-cost, no-obligation consultation:
LPL Financial Advisor
P.O. Box 2945
Phoenix, AZ 85062-2945
Securities, advisory services and some insurance products are offered through LPL Financial and its affiliates. LPL Financial is a registered broker/dealer and member of the FINRA/SIPC. LPL Financial is a Registered Investment Advisor (RIA) and is not affiliated with MariSol Federal Credit Union or Desert Schools Financial Services, LLC. Securities and insurance products are not insured by the NCUA, may lose value and have no credit union guarantee.