Investment Services

Need Help Navigating?

To reach your personal dreams and goals, it takes financial insight, planning and consistent steps to help create the financial freedom you desire. Financial Advisors Patricia Hall and Shelby Rothman from Hall, Hodges & Associates - a professional financial firm, are available to help you put together a comprehensive, fully customized plan.

Contact Us:

(800) 490-1447

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700 North Brand Boulevard, Suite 650, Glendale, CA 91203

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Hall, Hodges & Associates and Newport Advisory are not affiliated. Non-deposit investment products are not guaranteed by the credit union, not insured by the NCUA, and may lose value.