St. Mary's Financial Services

Financial Planning

St. Mary's Financial Services offers access to financial planning, wealth management, and investment services to the credit union's members.
Do you want to save for your children's college education? Plan a comfortable retirement? Make sure your family has what it needs in case of an emergency? Or, how about simply making your hard-earned income work smarter for you? St. Mary's Financial Services can help you pursue your financial goals. Using our "people helping people" approach, we deliver services designed around you and your unique financial goals and objectives.

The St. Mary’s Financial Services Difference

• Our only objective is to help you work toward your financial goals.
• Focus on investor education. We offer planning services, resources, and seminars to help you make educated decisions. We are happy to serve you regardless of income level or assets.
• No pre-planning required. Maybe you've thought long and hard about your financial future, maybe you haven't - we work from your starting point.
• Casual, no-pressure approach. You're free to assess the information we provide at your own pace. 

Check the background of these investment professionals on FINRA's BrokerCheck
 
*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. St. Mary's Bank and St. Mary’s Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using St. Mary’s Financial Services, and may also be employees of St. Mary’s Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, St. Mary’s Bank or St. Mary’s Financial 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

The LPL Financial registered representative(s) 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.