Financial Advisor Services

Your partner for wealth management

American United FCU offers financial advisor services for our members through LPL Financial, because sometimes it's easier with a professional.

Contact info

Plan Your Objectives

Develop a Strategy

Contact Info

Schedule your consultation today

Cory Esposito, Financial Advisor, LPL Investor Focused Solutions

Direct: 855-575-9293

Email: InvestorSolutions@lplfinancial.com

A dedicated team of financial professionals to provide personalized advice and guidance at your convenience.
Help in prioritizing the goals most important to you and being your partner on a plan to achieve them.
Continued access to the wide range of investment solutions you need.
Proactive contact from an Advisor during the year to help keep you on track to meet your goals.
Digital tools to help you stay connected through mobile and online access to view your accounts, access statements, interact with your advisor, and much more.

Financial advisor is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. Members should consult their own legal or tax professional on any such matters. Investment advisory services offered on a fee basis through LPL (registered investment advisors). Not FDIC/NCUSIF insured – not a depositary. No bank or credit union guarantee, may lose value and not insured by any federal government agency.

Plan Your Objectives

Create a comprehensive financial plan that includes

A realistic investment strategy that addresses your desired level of return without taking on more risk than you can tolerate
A retirement plan designed to provide the income you need for as long as you live
College and education saving plans that address steadily rising costs
An estate plan that meets your goals for charitable giving and the effective transfer of wealth to your heirs