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Wealth Management Solutions
Who We Are
At LPL Financial located at Cyprus Credit Union, our financial consultants have more than 20 years of experience working with both individuals and businesses. Our goal is to provide high quality service and form lasting relationships with our clients. We
know that financial planning can be intimidating, that’s why we pride ourselves on being able to provide clear, easily understood explanations of our financial products and services so that our clients always feel empowered.
What We Do
Our team of consultants will create a customized financial plan just for you and then walk you through the step-by-step process in an effort to help you reach your financial goals and feel confident in your decisions.
With a wide array of experience, our consultants can assist you in many areas of financial planning, including:
Insurance and annuity products
How to Get Started
If you are interested in meeting with one of our consultants to start your financial planning, you can call (801) 260-7600 ext. 5802.
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. Cyprus Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products
and services and may also be employees of Cyprus Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Cyprus Credit Union.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Deposits or Obligations
Not Credit Union Guaranteed
May Lose Value
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: UT, ID, NV, CA, MN, AZ, CO
Talk with one of our Financial Services Consultants.
The rail navigation utilizes arrow, enter, escape, and space bar key commands.
Left and right arrows expand / close menus in sub levels. Up and Down arrows will navigate through top tier links. Enter and space opens menus and escape closes them as well. Tab will move on to the next part of the site rather than go through menu items.
While you may be able to handle most of your finances on your own, there may be special circumstances where you find yourself in need of some extra help. Here are some financial events where you may need the help of a financial professional.
According to a study conducted by Care.com, only 42% of adults have estate planning documents, such as will or living trust. Although this is probably one of the least fun financial tasks out there, it may be one of the most important. Here are some steps to consider when beginning your estate planning.
Links from the Cyprus Credit Union web site to other web sites are provided solely as a convenience to visitors.
If you use these links, you will leave the Cyprus Credit Union web site.
The Credit Union does not have any responsibility
or control over any of these external web sites, their content or their privacy policies. We do not endorse or make any representations about
third-party external web sites, including any information, products, materials or results that may be obtained from using them.
If you decide to access any of the linked third-party web sites, you do so entirely at your own risk. You are encouraged to review the privacy
notice for each linked web site.
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