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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

Chartway 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

Michael Meehan

Lynnhaven Branch

100 Lynnhaven Parkway

Virginia Beach, VA 23452

(757) 502-8619 Ext. 12219

Kaedan Rivera

Murray Branch

5338 South College Dr 

Murray, UT 84123

(435) 833-7233

Retirement & Investment Webinars

There are currently no active events.