Planning for the future is smart. MAX provides strategic wealth management services to customers interested in smart financial solutions.

MAX comprehensive wealth management includes consultative services, financial planning, investment management, retirement planning, estate planning and asset protection planning.

A Trust That Nurtures Your Dreams

We believe that trust, honesty and integrity are important when choosing someone to help guide your financial path. At MAX, our wealth management consultants work hard to establish and maintain relationships with their clients – relationships built on those key characteristics.


For more information about MAX Wealth Management brokers, visit http://brokercheck.finra.org/

Tax preparation is not provided or affiliated with LPL Financial. Before making any decisions in regards to tax deferral strategies, consult with a qualified tax professional for guidance.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured MAX Credit Union deposits and are not NCUA insured. These products are not obligations of MAX Credit Union and are not endorsed, recommended or guaranteed by MAX Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

MAX Credit Union and MAX Wealth Managment are not registered broker/dealers and are not affiliated with LPL Financial.  

This site is designed for U.S. residents only. The services offered within this side are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 


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MAX has identified the products that align with the needs of our customers.

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