KIRTLAND FCU BRANCHES WILL BE CLOSED MONDAY, SEPTEMBER 6 IN OBSERVANCE OF LABOR DAY.

Investing In The Future

There’s no greater accomplishment than securing a bright future for your child. Start planning now, and work toward realizing their dreams and yours.

Plan

We will work with you and your family to help you set actionable goals based on your vision and the time you have to pursue it. With a personalized plan and guidance from our trusted Wealth Management Advisors, you’ll be ready to execute with confidence.

Invest

There are many investment options and strategies built especially to help parents save and invest for a child’s education. Depending on your goals and the time you have to save and invest, we can recommend options for you.

Manage

Periodically, we will sit with you to review and evaluate your education savings plan and investments as you continue to pursue your education dreams.

Our Services

No matter what stage of life you’re in or what kind of advice you need, clients of Kirtland Financial Services also receive:

Personalized Account Evaluations

Tax and Recordkeeping Advice*

Coordination of Third-Party Advisors

Facilitation of Family Financial Meetings

24-Hour Account Access

Educational Events

* Tax services are not offered by Kirtland Financial Services, LPL Financial or affiliated advisors.

To access your investment account – click the button below. The login page for LPL will open in a new window.

If you have access issues, CONTACT KIRTLAND FINANCIAL SERVICES.

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