UMassFive Wealth Management Client Message
Existing Wealth Management Clients:
You have reached this page because the member number you are using to access Online Banking is not currently authorized to view any investment accounts. This can easily be remedied by contacting your Wealth Advisor. You may be asked to sign an authorization form if the owners of your UMassFive membership do not exactly match the names on your investment accounts.
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For over fifteen years, UMassFive Wealth Management has been assisting members in creating comprehensive financial plans to help meet life goals and reach major milestones. Whether it is planning for retirement, saving for your child’s future, or as a part of a well-balanced savings plan, your Wealth Advisor will work with you to find solutions that fit your individual needs.
To make an appointment or ask a question, call us at 800.852.5886 or email us today!
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UMassFive College Credit Union and UMassFive Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UMassFive Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UMassFive College Credit Union or UMassFive Wealth Management. 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 |
UMassFive College Federal Credit Union (“UMassFive”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay UMassFive for these referrals. This creates an incentive for UMassFive to make these referrals, resulting in a conflict of interest. UMassFive is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives 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.