HAPO Investment Services

You and your family come first. The HAPO Investment Services professionals will help you make informed decisions about investment and insurance strategies to work toward your long-term financial goals. HAPO Investment Services is offered through LPL Financial, a registered investment advisor and broker-dealer, member FINRA/SIPC.

We're here to help you in every life stage. 

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Saving for all life stages

It is never too early to start saving for yourself and your family's future. Whether you are saving to fund a child's college education or want to set yourself up for a comfortable retirement, an experienced financial professional will help you create a plan that makes sense for you. 

Products and Services for Every Life Stage

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Insurance

Solid insurance is key to protecting you and your family from life's unexpected moments. We can help you create a plan to protect what matters most. 

Protect what matters
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Retirement

Don't wait until it's too late. Start planning for your retirement now. With both Traditional and Roth IRA's, we can help you start saving for your golden years. 

Start Planning
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Investment Services

Experienced professionals will help guide you and show you how to allocate your funds based on your financial needs and goals. It's never too late to start investing in your future.

Start Investing

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. HAPO Community Credit Union and HAPO Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using HAPO Investment Services and may also be employees of HAPO Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, HAPO Community Credit Union or HAPO Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union Guaranteed
Not Credit Union Deposits or ObligationsMay Lose Value

HAPO Community 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 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.

LPL Financial Form CRS

Broker Check by FINRA

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