Financial Planning

Wealth Management Services

Planning your financial future can be easy when you have the proper financial resources. LPL Financial, in partnership with TruWest® Credit Union, is here to provide the tools you need to research, plan and work toward building the future you deserve.

Explore our extensive financial planning resources that include market updates, publications and financial news.

Need more guidance? No problem! LPL Financial Advisors are available at TruWest branches throughout Arizona and Texas and are ready to help answer your questions on the spot.

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Our Services

Our Services

We offer the products and services you need to tackle important decisions about your financial future. See what they are and how they can benefit you.

Our Process

Our Process

Working with a financial advisor can seem overwhelming if you don’t know what to expect. We make it easy for you to learn what you can expect during the financial planning process. 

Our Team

Financial Planner

Meet our team of trusted LPL Financial Advisors and find comfort knowing we have the experience and resources you can count on to pursue the future you want.

Meet Our Team

Securities offered through LPL Financial, Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. TruWest Credit Union is not a registered broker/dealer nor affiliated with LPL Financial.
LPL Disclaimer
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