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Sandia Area Investment Services
Comprehensive financial guidance and tools to help you plan for your family's investments, retirement, and education
Planning For What's Ahead
Comprehensive financial planning takes into account your full financial picture and accommodates your individual needs, situation, and goals.
Experience the difference by planning for the next steps in life with an experienced financial planning professional from Sandia Area Investment Services.
Our Services
Comprehensive Financial Planning Is
Personalized
You and your family are at the center of your financial plan. The tools you choose, the level of risk you’re comfortable with, and your timeline are all at the center of our advisory services.
Data Driven
Our team is dedicated to providing the latest research, information, and technology to help you plan your financial path.
Service Oriented
Come see us any time you have questions or want to reevaluate your financial situation. We’re here for you!
Dynamic
New job, new baby, or new goals? A comprehensive plan should flex to fit your situation and goals.
Your first consultation is free!
Let's talk about your goals so you can start making a financial plan that fits you!
SCHEDULE YOUR FREE CONSULTATION
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory 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. Sandia Area Federal Credit Union and Sandia Area Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sandia Area Investment Services, and may also be employees of Sandia Area Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sandia Area Federal Credit Union or Sandia Area Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not NCUA Insured or Any Other Government | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Sandia Area Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.