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Work with someone you can depend on.

The ETFCU Financial Group program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Whether you’re just starting out or already counting down to retirement, we can help you design the right plan for your financial future. Our full-service wealth management program is available to anyone, regardless of membership, at no cost or obligation.

Our financial professionals have over 125 years of combined experience in the financial services industry. We are able to help you identify major financial objectives, recommend strategies to help you achieve financial security—or simply provide an objective second opinion on your financial situation.

Professional Services Offered

Retirement Planning

Individual Retirement Accounts

Life Insurance

Wealth Management

401K/Pension Rollovers

Long-Term Care Insurance

Estate Conservation

Insurance

Education Funding

Annuities

And more

Your Financial ProfessionalsYour Financial Professionals

Lowell Harris

Joe Bishop

Lowell Harris
Lowell Harris

With you every step of the way.

To schedule your no-cost, no-obligation appointment, please contact ETFCU Financial Group at
(502) 874-4262 or you may submit an appointment request online.

REQUEST YOUR COMPLIMENTARY APPOINTMENT

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. Liberty Financial and ETFCU Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ETFCU Financial Group, and may also be employees of Liberty Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Liberty Financial or ETFCU Financial Group. Securities and insurance offered through LPL or its affiliates are: