| Today's investment climate has never been more exciting or more challenging. INVESTMAX offers MAX Credit Union members access to an assortment of quality, non-proprietary investment choices through LPL Financial, a full-service broker dealer.
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Our INVESTMAX Representative can help you with the following: - Mutual Funds
- Variable and Fixed Annuities
- Stocks
- Bonds
- Alternative Investments
- Unit Investment Trusts
Tax-Advantaged Investing To help reduce your tax liability and let more of your money work for you.
Retirement Planning To assist in working towards your goals of financial independence in retirement.
College Planning Long term planning to help ensure you're ready when your children are.
Sound Investment Guidance Regardless of your financial needs and objectives, our representative has the experience to provide you with professional guidance and impartial recommendations. Let INVESTMAX help you reach your goals.
If you would like to explore your investment options, please email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it
or call 334-394-2222. 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 insurance products offered through LPL Financial and its affiliates member FINRA/SIPC. | Not NCUA Insured | No Credit Union Guarantee | May Lose Value | | | |