A little planning goes a long way.
Financial Planning
It's never too early to start planning for your financial future. No matter where you are in life, our experienced financial advisors are here to help. Put your financial plan in motion by taking advantage of a FREE, confidential consultation.
Our seasoned financial advisors are committed to understanding your specific needs, your current retirement or defined benefits plan, tolerance for risk and time horizon for a number of investment areas:
- Retirement Planning - ensure your golden years are everything you've dreamed
- Investment Planning - put the market to work for you
- Educational Planning - take the stress out of preparing for higher education expenses
- Risk Management - set a comfortable level of investment risk
- Portfolio Assessment - subtract weaknesses and add strength to your portfolio
Xceed Financial Credit Union through LPL Financial offers a complete array of financial services including stocks, bonds, mutual funds, annuities, insurance, state-of-the-art technology and unbiased investment research.
LPL Financial is headquartered in San Diego, CA with offices in Charlotte, NC and Boston, MA. LPL Financial invests and manages over $150 billion annually, partners with more than 750 banks and credit unions in 49 states, and has served credit unions over 20 years.
LPL Financial
The LPL Financial Registered Representatives associated with the site may only discuss and/or transact securities business with residents of the following states:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
The Xceed Financial Credit Union (XFCU) Web Branch contains links to sources outside the Credit Union that we believe are useful to visitors and members. Once you are linked to another site, you are subject to the privacy policy and terms of use of the new site. XFCU is not responsible for the content presented within the LPL Financial website.
Securities & Insurance products offered through LPL Financial and its affiliates are Members FINRA / SIPC. Investment and Insurance products are not credit union deposits, are not insured by the NCUA or any federal government agency, are not obligations of or guaranteed by a bank, credit union or LPL Financial, and are subject to investment risks, including possible loss of principal amount invested.
LPL Financial does not represent in any capacity either Xerox or the Xerox retirement plans.
Please be advised that while Xceed Financial Credit Union provides services and products to Xerox employees and their families, the Credit Union is a separate legal entity and is neither owned nor controlled by Xerox Corporation.
