You set the goals. We’ll help you work towards it.

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Investing isn't just for the wealthy. It's for everyone who wants to make the most of their money - and set their family up for a more prosperous future. At Starion Investment Services, our representatives will work with you on a personalized approach to pursuing your financial goals.

Stocks? They might be part of your portfolio. But there are a lot of other avenues to explore - something for every comfort level. We'll be happy to explain all the options and provide you with the insights and research you'll need to:

  • Invest within your household cash flow
  • Prepare for tuition expenses
  • Invest to create retirement income
  • Prepare to pay for long-term care
  • Protect and allocate of your estate**
  • Make money decisions that can help you pursue your dreams

Investment Solutions Available

There are all sorts of reasons to grow your money. And all sorts of ways to get it done. Here are just a few of the services and investment vehicles that we can provide.

  • Asset allocation analysis
  • Retirement planning analysis
  • Laddered fixed-income portfolios
  • Individual stock portfolios
  • Mutual funds
  • Professionally managed asset account
  • Annuities
  • Life insurance
  • Retirement plans
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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.  Starion Bank and Starion Investment Services are not registered as a broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using Starion Investment Services, and are employees of LPL.  These products and services being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Starion Brank or Starion Investment Services.  Securities and insurance offered through LPL or its affiliates:  

NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY 

NOT BANK GUARANTEED 

NOT BANK 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 

The LPL Financial registered representatives 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