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Investment & Retirement Services

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The United Teletech Financial Investment & Retirement Services program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For more information about LPL Financial (LPL), please visit https://www.lpl.com/.

Our Investment & Retirement Services program, located at United Teletech Financial FCU, is designed to help you organize your financial affairs and plan for the future.

Through this program, you have access to financial management services and a wide range of products and services at one location.

Chris Gibardi, ChFC®, CRPC®, AWMA®

CRPC® conferred by College for Financial Planning

To request more information or a no cost, no obligation consultation at the branch most convenient to you, contact Chris Gibardi directly.

Chris Gibardi offers Virtual meetings (RSVP below), as well as in branch consultations. Contact him today to make an appointment.

[email protected] or 732-530-8100 ext 3406

Check the background of Investment Professionals associated with this site on FINRA’s brokercheck.

Chris Gibardi

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You have convenient access to:

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    Knowledgeable representatives

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    Comprehensive financial management

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    Educational Workshops

Virtual Meetings Series

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Upcoming Virtual Meetings:

  • Social Security and Your Retirement

    Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

    Join Travis Stanley from TruStage™ Annuities who will walk through:

    ● The rules for starting Social Security benefits
    ● How spouses coordinate their benefits
    ● Different things you can do to potentially increase your benefits
    ● Where Social Security fits into your retirement plans

    Register to attend here.

  • Understanding Medicare

    Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.

    Join Travis Stanley from TruStage™ Annuities who will walk through:

    • Key differences between Medicare parts A, B, C and D
    • Tips for choosing your coverage
    • How to enroll in Medicare
    • How to plan your retirement income with health care costs in mind

    Register to attend here.

  • Income for Life

    You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?

    Join Travis Stanley from TruStage™ Annuities who will walk through:

    • Sources of retirement income you can rely on
    • Retirement risks you face now
    • Income strategies you should consider
    • How you can use annuities to guarantee income for life

    Register to attend here.

  • Rollover Planning

    We will help you get a better understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider.

    Join Travis Stanley from TruStage™ Annuities who will walk through:

    ● Four major options for retirement plan balances when changing jobs
    ● Pros and cons of each options
    ● How a rollover works
    ● And more

    Register to attend here.

Have a question? We’re here to help.

If you have questions about our investment and retirement services, our Member Care team is happy to help you.  Fill out our quick contact form here or stop by one of our convenient branch locations. You can also call us at (732) 530-8100.

Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. United Teletech Financial Federal Credit Union and United Teletech Financial Investment and Retirement Services are not registered as a broker-dealer. Registered representatives of LPL offer products and services using United Teletech Financial Investment and Retirement Services, and may also be employees of United Teletech Financial Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of United Teletech Financial Federal Credit Union and United Teletech Financial Investment and Retirement Services. 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 representative(s) 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.

United Teletech Financial Federal 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.