Investment Consultations
ALEC Wealth Management is coming to Worcester, MA!
Our Financial Advisor, Rob Likus, will be taking private, no-fee, no-obligation appointments for investment consultations.
Tuesday, November 11th 2:00 – 5:00 pm ET Conference Room 2017 | Wednesday, November 12th 9:00 am – 1:00 pm ET Conference Room 2015 |
Rob will be accompanied by Senior Mortgage Loan Originator, Jennifer Stoerp, from ALEC. She will be available to help you explore your home buying options and answer any mortgage questions.
Please fill out the form below to request an appointment:
Your Credit Union (“ALEC”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay ALEC for these referrals. This creates an incentive for ALEC to make these referrals, resulting in a conflict of interest. ALEC is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosure.html for more detailed information.
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. ALEC and ALEC Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ALEC Wealth Management, and may also be employees of ALEC. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ALEC or ALEC 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 |