Investments
Wherever you're headed, we can help you get there
We take the time to listen to your story and understand your goals.
Come talk to us about retirement planning, education saving, wealth-building, and more.
Our financial consultants can explain your options and help guide your decisions.
Life is a journey - one that involves setting goals and striving to reach them. To get where you want to go requires more than good intentions. It often involves smart people helping you find the best path forward. At Sikorsky Credit Union, our high-quality financial and investment services can help put you on that path. (If you're already a client, log in using the button at the top of the page to access your investment accounts.)
Our relationship with LPL Financial opens the door to multiple investment options and opportunities for you, your family and your business.
- IRAs – Traditional, Roth and Beneficiary
- Mutual Funds
- Advisory Accounts and Professional Asset Management
- Retirement Planning
- Educational Planning and 529 Plans
- Financial & Estate Planning
- Life Insurance
Our Financial Consultants
Our team members are ready to meet with you and help you decide the next step in your journey. You can check their backgrounds on FINRA’s BrokerCheck.
Sikorsky Credit Union has been named the #1 Credit Union in CT for the past three years and offers membership to those living, working, volunteering or worshiping in Fairfield, New Haven & Hartford counties.
Investment Resources To Make Your Future Bright
Ready to Bank Better?
LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and member FINRA/SIPC.
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. Sikorsky Credit Union and Sikorsky Financial Services Group are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Sikorsky Financial Services Group. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Sikorsky Credit Union or Sikorsky Financial Services Group. The Sikorsky Financial Services Group site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. 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
LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, ID, KY, MA, ME, MD, MI, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VT and WA.
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. 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.