Investment Services

The Lisbon Community Federal Credit Union now offers its Members and residents of the communities they serve access to the following investment services and products. These products are offered through Infinex Investments Inc.:

  • Complementary consultations
  • Retirement Planners
  • College Planners
  • Debt elimination plans

Investment Products:

  • Stocks & Bonds
  • Mutual Funds
  • Variable Annuities

Tax Shelters:

  • Traditional & Roth IRAS
  • SEPS & Simples
  • 401(k)’s & 403(b’s)
  • Insurance Products:
  • Life Insurance
  • Fixed Annuities
  • Long Term Care Insurance
  • Disability Insurance

Sandy KingstonSandy Kingston, Financial Consultant, representing Infinex Financial Group, is available by appointment at the Lisbon Credit Union. Members are able to take advantage of this confidential service without obligation. To schedule a time with Sandy, please call Sandy directly at 866-273-3451.

 

Investment and insurance products are offered through INFINEX INVESTMENTS,INC.Member FINRA/SIPC. Infinex and the credit union are not affiliated. Products and services made available through Infinex are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE CREDIT UNION. MAY GO DOWN IN VALUE.