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Chartway will NEVER contact you directly and ask for specific confidential information (login credentials, PIN, card number, etc.). Be aware of a fraudulent text scam and take extra precaution. If you are contacted unprompted, please call us at (800) 678-8765. We are here to help keep your accounts safe.

Retirement & Investment Services
Plan for a brighter future with an LPL Financial Advisor.

Retirement & Investment Services

The Chartway Retirement & Investment Services program located at Chartway Federal Credit Union is offered through LPL Financial.*

Building a Brighter Future

Are you concerned you aren’t saving enough for retirement? Don’t know where to start? We have financial professionals on-hand to help demystify your finances and help get you on the right track. LPL Financial Advisors can help you plan for your future by working with you to develop a personalized financial strategy, including saving for a child’s education, paying down debt, and more. We also have a number of financial planning tools that could help you pursue your goals. 

Financial Professional Services include: 

  • Money and Investment
  • Education Planning
  • Insurance Planning
  • Estate Conservation
  • 401(k) Planning
  • Retirement Planning
  • Business Planning

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

Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

Our Financial Professionals

Stephen Noffsinger

Raby Rd Branch

5670 Raby Rd

Norfolk, VA 23502

(757) 502-8618 Ext.12217

Kaedan Rivera

Murray Branch

5338 South College Dr 

Murray, UT 84123

(435) 833-7233

Retirement & Investment Webinars

Income For Life

6PM EST (5PM CST) on May 23rd, 2023 on Zoom

Presented by, Joshua E. Taylor from CUNA Mutual Group. You’ll find out 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?