Great advisors. Outstanding client care.
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, MEMBERS Financial Services wants to help you reach them. We work alongside the professionals at LPL Financial®, who support nearly 20,000 financial advisors at over 800 financial institutions and independent firms nationwide—and they're ready to put their expertise to work for you, too.
MEMBERS® Financial Services
LPL Financial®, an affiliate of CUNA® Mutual Group has over 19,000 advisors at more than 800 financial institutions across the nation, including SAFE. Together, we've developed MEMBERS® Financial Services, offered through LPL Financial®*, a broker/dealer focused on providing personalized guidance to credit union members like you. They're 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 MEMBERS® Financial 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 MEMBERS® Financial Services Professional, José C. Rigor, located in the Sumter area, or Rick Addy located in Lexington. You also can visit the MEMBERS® Financial Services website for more information. Check the background of investment professionals associated with this page at BrokerCheck by FINRA.
José Rigor, Sumter, SC
Rick Addy, 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 MEMBERS® Financial Services Program are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS® Financial Services professionals 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 MEMBERS® Financial 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.