All things investing.

Investing is a big step. But with Xceed Financial Credit Union, it won’t be an intimidating one.
Whether you’re a new or experienced investor, our financial advisors will help you
create a customized plan to maximize your money’s potential.

Mutual Funds
There are over 10,000 mutual funds on the market. Our financial advisors can
recommend strong-performers to round out your investment portfolio.

Stocks & Bonds
Playing the market without experience is risky business. Play it smart and let our
trained investment experts outline a balanced, informed portfolio to lower your risk
and raise your rewards.

401(k) & Rollovers
Depending on the company, may match a set amount of your income you put aside
after a set period of time. If don’t have a 401(k) through your employer, or need to
roll one over from a past job, we have you covered.

Fixed & Variable Annuities
Annuities are tax-deferred savings instruments that can provide a steady stream of
income throughout your retirement. We’ll help you choose the right option for you.

Individual Retirement Accounts (IRAs)
IRAs are a great long-term investment tool and a must-have for any balanced
retirement portfolio. Regular, Roth and Educational options available.

Long Term Care Insurance
Should the day ever come when you or your spouse requires extended medical or
assisted living care, this invaluable coverage will help bear much of the expense.

Life Insurance
In the event of your premature death, ensure that your family’s financial well-being
will be assured for years to come.

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.