Financial Consultant Request

The Financial Consultants at American Eagle Financial Services would like to inform you about our many planning and investment options. Through our relationship with LPL Financial, we can help evaluate and tailor investment strategies as you plan for a secure financial future.

As a member of American Eagle Federal Credit Union, you have access to financial services including:

  • Retirement Planning
  • Tax Reduction Strategies
  • Income Planning Strategies
  • Wealth Transfer Strategies
  • IRA and 401(k) Rollovers
  • College Savings

Our Financial Consultants can offer you a range of investment products including mutual funds, annuities, insurance products, asset management products, stocks, and bonds. Contact one of us to arrange a no-cost, no-obligation meeting to explore ways to allocate your investments wisely.

  

Diane Brett
Financial Consultant
diane.brett@lpl.com
860.568.2020
Ext. 5381

Serving the East Hartford,
Enfield, Engineering, 
Glastonbury, L-Mezzanine, Manchester, Research, and
 Vernon branches.  

Tara Scott
Financial Consultant
tara.scott@lpl.com
860.568.2020
Ext. 5382

Serving the Bloomfield,
Cromwell, Corporate, Farmington, Middletown, Plainville, Southington,
and West Hartford branches.

 

If you are changing jobs or retiring, don't leave your retirement assets behind.
Please contact us to review your 401(k) rollover options.

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. Insurance products offered through LPL Financial or its licensed affiliates. American Eagle Federal Credit Union and American Eagle Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured No Credit Union Guarantee May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Connecticut.

 

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