Company Description

CoastHills Wealth Management began offering financial planning, investment and education services to members of CoastHills Credit Union and the surrounding communities in 1989. The purpose (was then) and is (now) simple: Making a Difference in Our Neighbor's Lives. We do this by helping our members work towards maximizing their financial resources through full service investment accounts, professional advisory programs, personal financial planning and education. In short, we help individuals, community leaders and business owners identify their financial needs and offer strategies that will work toward improving their lives.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (www.finra.org)/ SIPC (www.sipc.org) Insurance products offered through LPL Financial or its licensed affiliates.

The investment products sold through LPL Financial are not insured CoastHills Credit Union deposits and are not NCUA insured. These products are not obligations of the CoastHills Credit Union and are not endorsed, recommended or guaranteed by CoastHills Credit Union or any government agency.

The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. CoastHills Credit Union and CoastHills Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

For a list of states in which we are registered to do business, please visit www.Coasthillswealthmanagement.net

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy of completeness.