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INVEST IN
YOUR FUTURE

Vermont Federal Investment Services, available through LPL Financial, combines complimentary financial advice with professional investment management. No matter where you are in life, our LPL Financial Advisor will take the time to listen to your needs and make personalized recommendations that are tailored to your financial situation.

Nikki Chaloux

WEALTH ADVISOR

Contact Nikki, Financial Advisor, for a complimentary, no obligation consultation.

Phone: (802) 448-8280

Email: nnikki.chaloux@vermont-lpl.com

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

Nikki Charloux - Web - V2

WHAT WE DO

Risk Based Investment Management icon

Risk-Based Investment Management

Retirement and Income Planning con

Retirement and Income Planning

Education Funding icon

Education Funding

Comprehensive Financial Guidance icon

Comprehensive Financial Guidance

401(k) Strategies icon

401(k) Strategies

Inheritance Consulting icon

Inheritance Consulting

Mutual Funds, Annuities icon

Mutual Funds, Annuities

IRA Rollovers & U.S. icon

IRA Rollovers

Government Securities icon

U.S. Government Securities

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. Vermont Federal Credit Union and Vermont Federal Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Vermont Federal Investment Services, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Vermont Federal Credit Union or Vermont Federal 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 (Vermont Federal Credit Union) 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 visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for 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.