OneAZ Wealth Management

OneAZ Wealth Management is a team of LPL Financial Wealth Advisors located across the OneAZ Credit Union branches. We are committed to offering the credit union members, associates, and the greater Arizona community the opportunity to work towards financial independence and enhance their quality of life. We provide holistic wealth management guidance for investing, insurance, retirement, and financial planning strategies. - - - - - Securities and advisory services offered through LPL Financial, a register investment advisor. Member SIPC (https://www.sipc.org) Insurance products are offered through LPL or its licensed affiliates. OneAZ Credit Union and OneAZ Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using OneAZ Wealth Management, and may also be employees of OneAZ CU. These products and services being offered through LPL or its affiliates, which are separate entities from, and not ...