Happy Holidays from Members 1st! ✨ Wishing you a season filled with joy, peace, and prosperity. Thank you for being a valued part of our community!
Members 1st Investment Services
Financial Services
We create financial strategies tailored to your goals.
About us
We are committed to helping you pursue financial independence, a successful retirement, and a lasting legacy. Client-Focused Wealth Management Members 1st Investment Services and Wealth Management focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term goals. By building a lasting, personal relationship with you, we’re able to help you anticipate needs and plan for the future. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer member FINRA (finra.org)/SIPC (sipc.org). Insurance products are offered through LPL or its licensed affiliates. Members 1st Federal Credit Union and Members 1st Investment Services and Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Members 1st Investment Services and Wealth Management, and may also be employees of Members 1st Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Members 1st Federal Credit Union or Members 1st Investment Services and Wealth Management. Securities and insurance offered through LPL or its affiliates are Not insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | Not a Bank Deposit 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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- Website
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https://www.members1stinvestments.com/
External link for Members 1st Investment Services
- Industry
- Financial Services
- Company size
- 11-50 employees
- Type
- Privately Held
Employees at Members 1st Investment Services
Updates
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🤝 Get involved with your chosen cause beyond financial contributions. Volunteer your time, share your professional expertise or create partnerships. This deepens your connection to the cause and allows you to see firsthand the impact of your efforts. Personal involvement can make your philanthropic journey more fulfilling and meaningful. #Philanthropy
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For High Earners Not Rich Yet (HENRYs), saving can be challenging despite high incomes due to living costs and lifestyle inflation. This blog offers practical steps to approach finances with a savings mindset and achieve financial security: https://lnkd.in/eiQ_rrdy #Savings #FinancialPlanning
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Consider various methods of giving, such as direct donations, donor-advised funds, private foundations or charitable trusts. Each option has its own benefits and drawbacks, so professional guidance can help you choose the best fit for your goals and situation. We can help you with your strategy: https://lnkd.in/emy_-hus #WealthBuildingWednesday #Giving #Philanthropy
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As we approach the new year, it's important to welcome it with a solid financial plan. Let us help you bring clarity and confidence to your financial goals. Contact us today to start planning for 2025: https://lnkd.in/emy_-hus #MotivationMonday #FinancialPlanning #Goals
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💡 Consult our team or a tax professional to maximize the benefits of your charitable donations. Tax rules can vary significantly by jurisdiction and change frequently. Stay informed to make the most of your giving! #Philanthropy #WealthBuilding
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🌍 Align your donations with your values and long-term goals. Start by identifying what causes are most important to you—research non-profits for transparency and impact by reviewing their annual reports, budgets and management structures. Use tools like the IRS’ Tax-Exempt Organization Search to verify their eligibility. This ensures your contributions make a real difference. #Philanthropy #Impact #WealthBuildingWednesday
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Start your financial journey today! Don't wait for a better opportunity—our team is here to help you make the most of your financial planning. Contact us for personalized guidance: https://lnkd.in/emy_-hus #MotivationMonday
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