BUSINESS
INVEST & INSURE

available through LPL Financial

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  • 1. Approach

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    An LPL Financial Advisor, located at WeStreet Wealth Management, can help you develop a comprehensive financial strategy to address your business’s specific needs.

  • 2. Check

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    Check the background and experience of investment professionals associated with this site on Finra’s BrokerCheck®

  • 3. Meet

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    Chat with a LPL financial advisor or schedule an appointment for a complimentary financial review.

request my business review

Your Business Has Potential

At WeStreet Wealth Management, we’re equally as dedicated to expanding your business’s financial potential. An LPL Financial Advisor can help with investment, insurance, and retirement plan solutions customized to your business.

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What to Expect

Help

Business Services to help keep your business up-to-date.

  • Buy-Sell Agreements and Funding
  • Flexible Spending Accounts
  • Periodic Reviews

Manage

Insurance Services to manage risk.

  • Life & Disability Insurance
  • Overhead Expense Insurance
  • Group Carve-Out Plans (Long Term Care)
  • Key Person Insurance

Plan

Investment Services to plan for the future.

  • Online trading to full-service account management
  • Defined Benefit Plans
  • Deferred Compensation Plans
  • 401(k), Money Purchase, and Profit-Sharing Plans
The first step to building a strong business plan is understanding your business’s key needs. Our Financial Advisor can help you assess your current situation and determine which services can help you manage your investments and risks.

Check the background of investment professionals associated with this site 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. WeStreet Federal Credit Union and WeStreet Wealth Management are not registered as broker/ dealer or investment advisor. Registered representatives of LPL offer products and services using WeStreet Wealth Management, and may also be employees of WeStreet Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of WeStreet Federal Credit Union or WeStreet Wealth Management.

The WeStreet Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, FL, GA, KS, KY, LA, MS, MO, NE, NH, NJ, NC, OK, OR, TN, TX.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency No Credit Union Guarantee Not Credit Union Deposits or Obligations May Lose Value

 

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/islpl-relationship-disclosure.html for more detailed information.