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Investment Services


Members Financial Services

The MEMBERS Financial Services Program is designed exclusively for Freedom Members, and located at the Credit Union. It offers various insurance and investment programs (not federally insured) that complement traditional Credit Union savings plans (federally insured).

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Some of the products and services available include:

  • IRA Rollovers
  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Wealth Management

Built for All Members

And, in the spirit of the Credit Union philosophy, this Program is designed to assist a wide variety of Members – from those just starting a savings plan, to those with sizable assets looking for more sophisticated management tools.

Whether you’re looking for guidance on just one financial issue you want to tackle today, or if you’re interested in putting together a comprehensive plan, please contact the MEMBERS Financial Services Program for a no-cost, no-obligation analysis. Call 215-612-6136 or Click Here to learn more.

Check the background of this investment professional on FINRA’s BrokerCheck.

Investment Disclosures

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

The LPL Financial registered representative(s) 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.