Southland Credit Union is pleased to announce the addition of Southland Investment Services, featuring an experienced financial advisor, Steven Lakso.
As a Member-owned financial cooperative, your credit union continually looks for ways to expand your products and services to meet your needs.
Southland Investment Services will continue to be part of the LPL Financial national network of independent financial service providers, providing resources, tools and technology to support Lakso in the delivery of personal, objective financial advice.
The introduction of Southland Investment Services will better integrate the investment services program into the overall credit union, however all the services offered previously through LPL Financial will remain unchanged. Southland Members can continue to enjoy the same portfolio of financial services to help work toward their financial goals through the delivery of customized strategies.
Members seeking comprehensive, personalized investment services are encouraged to contact Steven Lakso for a free consultation. Lakso is based in Southland’s Los Alamitos office, and is available for appointments at any Southland Credit Union branch upon request.
Southland Investment Services Include:
- IRA Rollover Services
- Individual Retirement Accounts
- Tax Deferred Investments
- Business Retirement Plans
- Insurance Products
- Financial & Estate Planning
Whether you’re a first-time or experienced investor, Southland Investment Services is a great asset in your retirement planning, tax reduction strategies, rollover services, annuities, insurance needs and more.
Schedule a free consultation today!
To learn more about these and other investment tools or schedule a FREE no obligation consultation, contact:
Steven Lakso, CFP®
CA Insurance License # 0D36743
10701 Los Alamitos Blvd., Los Alamitos, CA 90720
What are your
most important goals?
Most people want to retire in comfort; some hope to afford a quality college education for their children or grandchildren; others have charitable interests to pursue.
Whatever your personal goals may be, I know that achieving them is extremely important to you.
Plan to work toward reaching your objectives
Whether your goals are simple or complex, to pursue them effectively you should have a comprehensive financial plan that includes:
- A realistic investment strategy that seeks to achieve your desired level of return without taking on more risk than you can tolerate
- A retirement plan that will help ensure that you have the income you need for as long as you live
- College and education saving plans that address steadily rising costs
- An estate plan that works towards reaching your goals for charitable giving and the effective transfer of wealth to your heirs
Your partner for financial success
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
Account protection – The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. For an explanatory brochure, visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional account protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575 million, subject to conditions and limitations.
The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives, LPL Financial Services. U.S. registered representatives may only conduct business with residents of the state for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Steven Lakso is a Wealth Advisor with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Southland Credit Union and Southland Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.