Investment Services

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Sikorsky Financial Services Group helps you pursue your goals to turn your financial dreams into a reality. Our goal is providing you with high quality, comprehensive services in an atmosphere that allows us to get to know you better, your family, business and your goals and financial needs.

 

Through a relationship with LPL Financial, a wide array of financial and investment services are available:

 

  • Stocks & Bonds

  • Tax Advantaged Investments

  • Mutual Funds

  • Annuities

  • Insurance Products

  • Trust Accounts (offered through the Private Trust Company, N.A., an affiliate of LPL Financial) 

  • Individual Retirement Accounts

  • Business Retirement Plans

  • Retirement Planning

  • Education Planning & 529 Plans

  • Professional Asset Management

  • Financial Planning

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.

 

Start your conversation about financial planning or to learn more about these and other investment options contact our financial consultant, John Morris at (203) 377-2252 x 7404 or toll free at (888) 753-5553. John is a Registered Representative with LPL Financial.

 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates Sikorsky Credit Union and Sikorsky Financial Services Group are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured    |    Not Credit Union Guaranteed    |    May Lose Value


LPL Financial Branch Office is located at 1000 Oronoque Lane, Stratford, CT 06614.

lplfinancial.lpl.com
finra.org
sipc.org

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CT, CA, FL, GA, MA, MI, NC, NH, NJ, NY, PA, RI & TX.