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HOLIDAY

All branches will be Smart ATM only Monday, July 4th, for Independence Day. Normal business hours will resume Tuesday, July 5th. Online and Mobile Banking will remain available.

Listerhill Credit Union (en-US)

Join Listerhill
Join Listerhill

Listerhill Financial Services

Your Financial Future Starts Here

When you are faced with life-changing transitions, there are usually some important financial decisions that you will have to make during these times of change. Your financial decisions may significantly impact your financial security in the years, decades or generations to come. When you’re making these important financial decisions, you want sound, objective advice from someone who knows you well. Listerhill Financial Services gives you the personalized, local service you deserve.

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Services We Offer:
Seniors
Career Change / Retirement

Talk with our Certified Financial Planners® about ways to take your retirement with you.

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401k & Pension Options

Learn if rolling over your money to an IRA is right for you. Your money could continue to grow tax-deferred.

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Retirement Income Planning

Develop a plan entirely unique to you and your financial situation.

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Life & Long Term Care Insurance

Life insurance is an important part of financially planning ahead.

Our Approach

Working together, we’ll create a plan for pursuing your goals based on your unique needs and concerns.

The process we will follow includes:

Step 1

Getting to Know You

We make it our first priority to understand where you are now and your future goals. Once we understand your priorities we'll research and evaluate your alternatives. We will present these to you face to face and explain how our recommendations address your concerns and goals.

Step 2

Staying in Touch

People, circumstances and the economy all change. It's important to be sure that any changes are factored into your plan. We will be an active, committed partner in making sure your plan continues to help you pursue your financial goals over time.

Step 3

Success

Together, we'll help you build your roadmap for the future and pursue your financial goals. The first step is the easiest. You can call Andy Clark at (256) 383.9204 ext 1282 or 1.800.239.6033 ext 1282 for friendly, local assistance.

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Stay up-to-date on economic affairs with LPL Research's weekly publications on the local and worldwide economy.

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Listerhill Financial Services

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Meet The Team
Jeremy Meeks, ChFC®

Jeremy began his career in the financial services industry in 1998. Since then, he's worked with clients in a variety of roles, including consumer and commercial lending, branch management, insurance, and financial planning. He is passionate about getting to know you and using his experience and knowledge to help you create a personalized plan that will help you pursue your financial goals. Check the background of this investment professional on FINRA BrokerCheck.

Matt Rose, Financial Consultant

Matt seeks to help individuals, families, and businesses strike the right balance in their financial planning. Together, you’ll chart a course that pursues where you want to be with your goals, securely and on time. Matt offers a full service experience with a range of strategies to help you pursue your financial priorities. Check the background of this investment professional on FINRA BrokerCheck.

Jason Morgan, Financial Consultant

Before joining Listerhill Financial Services in 2015, Jason spent ten years as a Listerhill branch manager and loan officer. Now as a Financial Consultant, Jason helps members make the most informed decisions possible when planning their future. Check the background of this investment professional on FINRA BrokerCheck.

Andy Clark, CFP®

With over two decades of experience in the finance industry, Andy has guided members through the highs and lows of our economy. As a Certified Financial Planner (CFP®), Andy puts members' interests first and is held to the highest Financial Planning Practice Standards. Check the background of this investment professional on FINRA BrokerCheck.

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About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell it's products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.

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. Listerhill Credit Union and Listerhill Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Listerhill Financial Services, and may also be employees of Listerhill Credit Union or Listerhill Financial Services. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Listerhill Credit Union or Listerhill 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 Obligation
May Lose Value

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.

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Frequently Asked Questions

  • What if I get an error message when I try to enroll an email address or U.S. mobile number?

    Your email address or U.S. mobile phone number may already be enrolled with Zelle® at another bank or credit union. Call our member support team at 256.383.9204 and ask them to move your email address or U.S. mobile phone number to your financial institution so you can use it for Zelle®.

    Once customer support moves your email address or U.S. mobile phone number, it will be connected to your bank account so you can start sending and receiving money with Zelle® through your Listerhill Credit Union banking app and online banking. Please call our member support team at 256.383.9204 for help.

  • Is my information secure?

    Keeping your money and information safe is a top priority for Listerhill Credit Union. When you use Zelle® within our mobile app or online banking, your information is protected with the same technology we use to keep your bank account safe.

  • I'm unsure about using Zelle® to pay someone I don't know. What should I do?

    If you don't know the person, or aren't sure you will get what you paid for (for example, items bought from an online bidding or sales site), you should not use Zelle® for these types of transactions.

    These transactions are potentially high risk (just like sending cash to a person you don't know is high risk). Neither Listerhill Credit Union nor Zelle® offers a protection program for any authorized payments made with Zelle® – for example, if you do not receive the item you paid for or the item is not as described or as you expected.

  • Will the person I send money to be notified?

    Yes! They will receive a notification via email or text message.

  • How long does it take to receive money with Zelle®?

    Money sent with Zelle® is typically available to an enrolled recipient within minutes.3

    If you send money to someone who isn't enrolled with Zelle®, they will receive a notification prompting them to enroll. After enrollment, the money will be available directly in your recipient's account, typically within minutes.3

    If your payment is pending, we recommend confirming that the person you sent money to has enrolled with Zelle® and that you entered the correct email address or U.S. mobile phone number.

    If you're waiting to receive money, you should check to see if you've received a payment notification via email or text message. If you haven't received a payment notification, we recommend following up with the sender to confirm they entered the correct email address or U.S. mobile phone number.

    Still having trouble? Please contact our member support team at 256.383.9204.

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