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. Financial planning offered through LEXCO Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial.
TEG Federal Credit Union and TEG Retirement & Advisory Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TEG Retirement & Advisory Services, and may also be employees of TEG Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TEG Federal Credit Union or TEG Retirement & Advisory Services. Securities and insurance offered through LPL or its affiliates.
Our Retirement and Advisory Services Advisors are available to meet at our Commerce Street (Poughkeepsie) or Route 9 (Wappingers Falls) locations.
*Five Star Professional, is an independent and unrelated company from TEG Retirement and Advisory Services and LPL Financial, who administers surveys and screens award candidates against ten objective criteria. Award is not based on current or future investment performance. For more information visit www.fivestarprofessional.com