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Personal/Services
Freedom First Credit Union

Wealth Management

Personal/Services
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Helping You Build a Sound Financial Future


Freedom First Wealth Management's advisors can assess your financial situation, review your investment goals, and develop custom-tailored wealth management strategies that help you pursue those goals.

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Check the background of this firm on FINRA's BrokerCheck.


We have aligned with LPL Financial, one of the leading financial services companies and the largest independent broker-dealer in the nation.*  Working with LPL means your advisor has access to independent data and open product architecture, and you have access to integrated technology that allows you to monitor your investments anytime, anywhere.

* As reported in Financial Planning Magazine, 1996-2015 based on total revenue.

Contact One of Our Wealth Management Professionals

Steve Devlin Jason Fletcher Shannon Huard
Staff photo of Steve Devlin Staff photo of Jason Fletcher.
Senior Wealth Management Advisor
Retirement Specialist
Office: (540) 400-7611
steven.devlin@lpl.com
Director of Operations & Client Services
Financial Consultant
Office: (540) 400-7611
jason.fletcher@lpl.com
Manager of Operations & Client Service
Office: (540) 400-7611

Schedule a no-cost, no-obligation appointment today!

 
 

Retirement Planning

Advice and guidance on a wide array of topics.
  • 401K guidance
  • Roth IRA, SEP IRA and SIMPLE Plans
  • Traditional IRA
  • Withdrawal strategies

College Planning

Plan early and plan wisely to give your children the advantage of a college education.
  • 529 Plans
  • UGMA accounts
  • State savings plans

Investing

Guidance on mutual funds, bonds, and other traditional forms of investing
  • Stocks
  • Mutual Funds
  • Bonds
  • Income Investing

Products offered are not NCUA or otherwise federally insured, are not guaranteed by or obligations of the credit union, and may involve investment risk, including possible loss of principal.

Securities offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Investment advice offered through Level Four Advisory Services, a registered investment advisor and separate entity from LPL Financial. Freedom First Federal Credit Union and Freedom First Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Freedom First Wealth Management, and may also be employees of Freedom First Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from , and not affiliates of, Freedom First Federal Credit Union or Freedom First Wealth Management. Securities and insurance offered through LPL or its affiliates are:




Not Insured by NCUA or any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value




The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: VA, MD, NC, PA.
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Invest smart. Earn more. Explore your options with our financial calculators.

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Calculate how a 401k can help you create a secure retirement.
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Examine the benefits of investing in a series of Certificates of Deposits with different maturities.
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Find out how much interest you can earn on a Certificate of Deposit.
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Determine your net worth and estimate how it could grow over the next 10 years.
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Use this calculator to help you create your retirement plan.
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See how much you could save for retirement with a Roth IRA.
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See how much you could save for retirement with a Traditional IRA.