Search
Los Angeles Police Federal Credit Union
  • Membership & Benefits
  • Checking and Savings
  • Online Branch
  • Mortgage Center
  • Credit & Loans
  • Auto Shop
  • Business Services
  • Education
  • Investing & Insurance
Personal Banking
Login Demo
Investing & Insurance
 

Investment Services*

Get Your Complimentary Financial Checkup at Los Angeles Police Federal Credit Union!

Our CFS Investment Representative can assess your finances, help you develop a strategic plan for meeting your financial goals and counsel you on techniques for helping preserve and protect your money and investments. Call now: 877-695-2732 x 7.

 

LAPFCU can provide for your financial investment needs. Working with CUSO Financial Services, L.P., a full service brokerage firm, LAPFCU is able to provide a full line of investment choices as well as financial, retirement and estate planning.

Eric Stever has been working with LAPFCU as a Financial Representative and Program Director since March 2002. Eric has received a Bachelor's degree from the University of Southern California. He has worked in the financial services industry for the past 15 years including the bank and credit union channel for the past 12 years in the capacity of training and mentoring others with investment licenses. He holds his series 7, series 63 and insurance licenses and is insurance licensed in California (#0834820). Eric is available to meet with you via appointment at any LAPFCU branch.
 

To make an appointment with Eric, please call 877-695-2732, ext. 7.

Eric is registered in the following states: AZ, CA, CO, FL, NV, OR, WA

Products and Services available through CUSO Financial Services, L.P., include:

  • Mutual Funds
  • Traditional/ROTH IRA options
  • Fixed Annuities
  • Variable Annuities
  • Tax Free Muni-Bonds
  • Deferred Comp Rollover Options

Financial Goals & Retirement

You take your financial goals and retirement seriously, and so do we. Planning this is always wise, even if you already have a pension plan. We realize that your retirement, investment and savings strategy may differ depending upon your age, future plans, and the amount of risk you are comfortable with. Above all, we know that the safety and security of your retirement money is of the utmost importance to you. Through CUSO Financial Services, L.P., our broker-dealer, LAPFCU is able to provide a Investment Representative who can assist you with options, such as:

  • Deferred Compensation Rollover Options
  • IRA & Roth IRA Contribution Options
  • Tax Advantage Strategies
  • Retirement Planning
  • College Savings Plans
  • Life Insurance
  • Long Term Care

Click here to use our retirement and IRA calculators.


*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the Credit Union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Los Angeles Police Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.


Back To Top

 
2013 Los Angeles Police Federal Credit Union All rights reserved.