Investing & Retirement

Planning for future financial strength can be challenging. It helps to have a personal representative to assist you in determining the most appropriate options for your individual situation.

At Vermont Federal, one of our goals is helping you reach yours, financially. The Vermont Federal Financial Services Program is here to help you make financial decisions in line with your comfort level, investment timeline and goals.

You can start small and grow, or build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. 

Vermont Federal Financial Services Program can help you meet all your personal goals, whether saving for a home, providing for a college education or planning your retirement. 

• Retirement Planning
• Wealth Preservation
• Education Funding
• Portfolio Management
• Investment Management
• Comprehensive Financial Guidance
• Investment Management for Seniors

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products not sold through LPL financial are not insured Vermont Federal Credit Union deposits and are not NCUA insured. These products are not obligations of Vermont Federal Credit Union and are not endorsed, recommended or guarantees by Vermont Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on investment is not guarantees, and loss of principal is possible, LPL Financial and Vermont Federal Credit Union are not affiliated. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: VT.

Not NCUA Insured - Not Credit Union Guaranteed - May Lose Value