LPL Financial, Cyprus Credit Union

Cyprus Credit Union is a full-service financial institution dedicated to providing our members with a wide range of financial services and expert guidance. Our team of experienced financial advisors is committed to helping individuals, families, and businesses achieve their financial goals and secure their financial future.

Our Mission

At Cyprus Credit Union, our mission is to provide our members with personalized financial solutions, expert advice, and exceptional service. We are dedicated to building long-term relationships with our members and helping them achieve financial success.

Our Services

We offer a comprehensive range of financial services, including retirement planning, investment management, estate planning, insurance, and tax planning. Our team of experienced financial advisors will work with you to understand your unique financial situation, goals, and objectives, and develop a personalized financial plan tailored to your needs.

Our services include:

• Retirement planning: We help individuals and businesses plan for retirement, including 401(k) and pension rollovers, annuities, and retirement income planning.
• Investment management: We offer customized investment portfolios designed to help our clients achieve their financial goals, including reduced volatility programs and risk analysis.
• Estate planning: We help individuals and families plan for the future, including wills, trusts, and probate services.
• Insurance: We offer a range of insurance products, including life insurance, disability insurance, and long-term care insurance.
• Tax planning: We provide expert tax guidance and planning services to help our clients minimize their tax liability and maximize their financial savings.

Our Team

Our team of experienced financial advisors is dedicated to providing exceptional service and expert guidance to our members. Our team includes:

• Jeff Meiling, Program Manager/Wealth Advisor
• Stephen J. Martin, CFP, MBA, LPL Financial Advisor
• Vanessa Gonzalez, Operations Specialist
• Nick Larsen, Wealth Advisor

Our Commitment to You

At Cyprus Credit Union, we are committed to putting our members first. We believe in honesty, integrity, and trust, and we are dedicated to providing exceptional service and expert guidance to help our members achieve their financial goals.