Maybe you're saving up for retirement, or looking to leave a legacy for your children or grandchildren. No matter what your goals are for the future, SAFE Investment Services wants to help you pursue them. We work alongside the professionals at LPL Financial®, who support hundreds of financial institutions and independent firms nationwide—and they're ready to put their expertise to work for you, too.
LPL Financial® has over 22,000 advisors located at approximately 1,100 financial institutions across the nation, including SAFE Federal Credit Union. SAFE Investment Services Professionals are here to help give you direction on everything listed below and more—all available at no cost or obligation. For more information about LPL Financial®, please visit lpl.com.
- Investment planning
- IRA rollover services*
- Retirement planning
- Wealth management
Get Started Today
Our SAFE Investment Services Professionals specialize in the financial needs of credit union members and are ready to help you plan and preserve what matters most to you. Contact SAFE Investment Services Professional, Kim Saunders, located in the Sumter area, or Adam Feeney located in Lexington. You also can visit the SAFE Investment Services website for more information.
Check the background of investment professionals associated with this page at BrokerCheck by FINRA.
 | Kim Saunders, Sumter, SC
|
 | Adam Feeney, Lexington, SC
|
* 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. SAFE Federal Credit Union and SAFE Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Investment Services and may also be employees of SAFE Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Federal Credit Union or SAFE Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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.
Your 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.