Matanuska Valley Financial Services
Our vision at Matanuska Valley Federal Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with Matanuska Valley Federal Credit Union extends to Matanuska Valley Financial Services.
Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just to get a second opinion, MVFS LPL Financial Advisors are here to help.
MVFS LPL Financial Advisors can provide you individualized service, and are experienced in working directly with members like you.
- Reviewing your current financial plan
- Retirement planning
- IRA, 401(k), 403(b), 457 plans, and Thrift Savings Plan (TSP) Rollovers
- Retirement income strategies
CA Ins. License #: 0M45020
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Robert Morgan is a Financial Advisors with LPL Financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA-SIPC). Insurance products are offered through LPL or its licensed affiliates. Matanuska Valley Federal Credit Union and Matanuska Valley Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Matanuska Valley Financial Services, and may also be employees of Matanuska Valley Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Matanuska Valley Federal Credit Union or Matanuska Valley Financial Services. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
The LPL Financial registered representative(s) 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.