Investment & IRA Services

United Teletech Financial 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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    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 & Your Retirement

    January 8th 6:00PM EST

    Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. We will walk through specifics about Social Security and help you understand:

    • 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

    (Link to Register)

  • Medicare

    January 21st 6:00PM EST

    You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:

    • Medicare basics and the differences between Parts A, B, C and D
    • Tips for choosing your coverage and enrolling in Medicare
    • How to consider health care costs when planning your retirement income

    (Link to Register)

  • Income for Life

    February 12th 6:00PM EST

    You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:

    • What sources of retirement income will you rely on?
    • What retirement risks do you face now that you’re drawing on their savings?
    • Which income strategies should you consider?
    • How can you use annuities to guarantee income for life?

    (Link to Register)

  • The 3 Transitions to Retirement

    February 26th 6:00PM EST

    You can attend this seminar at no cost and no obligation. We will answer your retirement questions and help you:

    • More confidently address the financial, lifestyle, and emotional transitions to retirement.
    • Guard against risks and manage the inevitable ones.
    • Gauge when you’re ready for retirement.

    (Link to Register)

  • Rollover Planning

    March 12th 6:00PM EST

    You’ll get a clear 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, including:

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

    (Link to Register)

  • Women & Investing

    March 26th 6:00PM EST

    We’ll explore:

    • Key investment principles every woman should know
    • Important opportunities like asset allocation
    • Understanding investor behavior
    • Differences between financial products like mutual funds and annuities

    (Link to Register)

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.