Listerhill Investment Services
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, personalized advice from someone who knows you well. Listerhill Investment Services gives you the personalized, local service you deserve.
Talk with our Financial Advisors about ways to take your retirement with you.
Learn if rolling over your money to an IRA is right for you. Your money could continue to grow tax-deferred.
Develop a plan entirely unique to you and your financial situation.
Every life event needs a plan, even the very first ones.
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:
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.
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.
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.
Stay up-to-date on economic affairs with LPL Research's weekly publications on the local and worldwide economy.
Listerhill Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution 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.
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 Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Listerhill Investment Services, and may also be employees of Listerhill Credit Union or Listerhill Investment 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 Investment Services. Securities and insurance offered through LPL or its affiliates are:
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.