CoVantage Retirement & Investment Services

Get valuable advice from people you can count on.

Where do you see yourself in 5, 10, or even 20 years? Does your financial plan align with those goals? The experienced professionals at CoVantage Retirement & Investment Services, will take the time to learn about your hopes and dreams, and then work with you on a plan that aims to turn them into reality.

• The CoVantage Retirement & Investment Services program is offered through LPL Financial
• Appointments offered at no cost and with no obligation
• Wide range of financial management resources
• Information on insurance matters
• Explanations of different types of Individual Retirement Accounts
• Access to mutual funds, Money Markets and other investment vehicles
• Easily access your account information

The CoVantage Retirement & Investment Services Financial Team

Check the background of our investment professionals on FINRA's BrokerCheck

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. CoVantage Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Retirement & Investment Services and may also be employees of CoVantage. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CoVantage or Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:

The LFL 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.