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Financial Planning

Financial Planning isn’t just about retirement. CPM Federal Credit Union is dedicated to meet the needs of our members for investment services and financial planning when they need more than the federally insured deposit products of CPM.

Explore our options for investments and retirement. Let today work for your tomorrow.

Securities offered through, LPL Financial, Member FINRA You are leaving CPM Federal Credit Union’s website and entering a website hosted by another party. The credit union does not represent either the third party or the member if the two enter a transaction. Please be advised that you will no longer be under the protection of our website policies. CPM Federal Credit Union are separate entities from LPL Financial. Insurance Products offered through LPL Financial or its licensed affiliates, LPL Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.| Not NCUA Insured | Not FDIC Insured |May Lose Value| Not guaranteed by the credit union nor does the credit union guarantee any uninsured investment product | May involve investment risk

LPL financial Representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of LPL

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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