Retirement Planning and Investment Services Available Through CPR Wealth Advisors
St. Paul Federal Credit Union has partnered with “Your Retirement Team”, CPR Wealth Advisors, to provide Retirement Planning and Investment Services to St. Paul Federal members. CPR Wealth Advisors has an established relationship with St. Paul Federal and over 25 years of experience in working with similar financial institutions.
Your local advisor is a qualified and trusted member of a team of financial advisors specializing in Comprehensive Planning for Retirement. “Your Retirement Team” provides an array of financial services to meet the unique needs and objectives of each client.
Services available through CPR Wealth Advisors
Retirement Planning
Estate Planning
Portfolio Management
Income Tax Strategies
Tax-Free Investments
Tax Deferred Investments
Annuities
Mutual Funds
Life Insurance
Long-Term Care Insurance
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Your Local Financial Advisor
Kevin Flynn is available to meet during most business hours and at other times by appointment. Kevin would welcome the opportunity to meet with you to discuss your financial goals.
LPL Financial member FINRA, SIPC and a Registered Investment Advisor, is not affiliated with St. Paul Federal Credit Union or CPR Wealth Advisors. Securities, advisory services and insurance products offered through LPL Financial and affiliated insurance agencies are (1) not insured by the NCUA or any other federal government agency, (2) not a deposit or other obligation of, or guaranteed by any credit union or their affiliates (3) are subject to risks including the possible loss of principal amount invested.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WI, MN, AK, AR, CA, CO, DC, FL, GA, IA,ID, IL, IN, KS, LA, MA, MI, ME, MO, ND, NH, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, UT, VA, WA.
LPL and CPR Wealth Advisors do not provide tax or legal advice; please consult your tax or legal advisor regarding your particular situation.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
