Altra’s Routing #: 291881216
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As your life changes, so do your financial needs. Trust and feel confident every step of the way with Altra Financial Advisors.
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Find a webinar that fits your needs from investment strategies to planning for your future.
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Altra Financial Advisors is here to help you start and maintain a goal-oriented savings plan
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Invest where you belong! IRA, Mutual Funds, Managed Accounts, Annuities, Stocks & Bonds.
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Insurance can protect you and those you love from an unexpected death, illness and even from living longer than expected.
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AFA Estate Planning, powered by inGenius. Create documents such as a Will & Testament, Power of Attorney or a Living Will, set up things like a trust, guardianship for minor children, and directives for your pets!
Estate Planning
Whether it’s for yourself, your family, or your business—achieving your financial goals means having a plan.
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Guided Wealth Portfolios offers investment management designed to help you pursue your financial objectives.
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Meet our Advisors and learn more about the financial professionals serving Altra Federal Credit Union members! You may also contact us at 888.777.5211 or email Mark Thorn at [email protected] to schedule a no-cost, no-obligation consultation in person or by phone.
| Check the background of these 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. Altra Federal Credit Union and Altra Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Altra Financial Advisors and may also be employees of Altra Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Altra Federal Credit Union or Altra Financial Advisors. Securities and insurance offered through LPL, or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
Altra Federal 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/is-lpl-relationship-disclosure.html for more detailed information.
The LPL 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.
LPL Financial Form CRS