Financial Counseling Investment Planning

Let's discuss your opportunities and options.

Take a moment to fill out this form and connect with Fox Communities Investment Services. We'll review your information and contact you to discuss your questions, goals, and all the details of your finances and investments.

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                              Fox Communities Credit Union is a full-service, not-for-profit financial institution serving members throughout Wisconsin.

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                              Your Credit Union (Financial Institution) provides referrals to financial professionals of LPL Financial LLP (“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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

                              Securities and advisory services 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. Fox Communities Credit Union and Fox Communities Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Fox Communities Investment Services and may also be employees of Fox Communities Credit Union. These products and services are being offered through LPL or its affiliates, of which are separate entities from, and not affiliates of Fox Communities Credit Union or Fox Communities Investment Services. Securities and Insurance offered through LPL or its affiliates are:

                              NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCYNOT CREDIT UNION GUARANTEEDNOT CREDIT UNION DEPOSITS OR OBLIGATIONSMAY LOSE VALUE

                              The LPL Financial registered representatives 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.