Investment strategies that benefit your business and you.

We take a holistic approach to our members' financial well-being through education and strategic planning for each stage of your journey.

Investments & Planning

We are committed to offering our members the opportunity to work towards economic independence and enhance their quality of life. Take a look at the investment and retirement services we offer today.

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Our LPL Financial Advisors

Get help from someone you can trust to keep your best interest in mind.  

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Our Professional Services

  • Professionally Managed Accounts
  • Tax-Advantage Investments
  • Tax-Managed Investments
  • Retirement Income Planning Strategies
  • Estate Planning and Wealth Transfer Strategies
  • Retirement Planning - Traditional IRAs, Roth IRAs, 401(k) and 403(b) Accounts
  • Portfolio Review and Financial Management Analysis
  • College Savings - 529 Plans and Coverdell Education IRAs
  • Small Business Retirement Planning - Simple IRAs, SEP-IRAs and 401(k)s
  • Insurance Needs Analysis

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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. OneAZ Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.


 The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, MN, NC, NM, NV, NY, OH, PA, TX, UT, VA, WA, IL, KY, OR, VT