Investment Services at UVA Community Credit Union

Rely on us to create your financial roadmap.
 

Investment Services at UVA Community Credit Union

 

At every stage of life, you can rely on Investment Services at UVA Community Credit Union to assist you with shaping your financial goals. We’re committed to building long-term relationships and providing thoughtful planning services for new investors, growing families, empty nesters, and those enjoying retirement.

Whether you're focused on retirement planning, saving for college or a goal just as important, we provide a variety of options tailored to your unique objectives.

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Investments

Professional guidance can help you navigate the market, optimize your portfolio, and confidently build long-term wealth.
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Retirement

Financial advising can prepare you for retirement with a personalized plan tailored to your goals and income needs.
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Insurance

Personalized advice can ensure you're prepared for the unexpected without compromising your financial goals.
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College Planning

College planning can be overwhelming, but a financial advisor can help you build a smart, budget-friendly savings strategy.

*LPL Financial does not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

 

Meet our LPL Financial Planner

Troy Hamilton - Your Financial Planner

 

Troy Hamilton

LPL Financial Planner

Contact him today by phone at 888-887-9136 ext. 3231 or schedule an appointment below for a no-cost, no-obligation consultation. 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Schedule an Appointment

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    Disclaimer
    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 licenses affiliates. UVA Community Credit Union and Investment Services at UVA Community Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services at UVA Community Credit Union, and may also be employees of UVA Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UVA Community Credit Union or Investments Services at UVA Community Credit Union. 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 Form CRS

    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. Visit here for more information.
    RUN THE NUMBERS
    Saving can go a long way.

    These are hypothetical estimates, and may not apply to UVA Community Credit Union's current loans rates and terms.

    UVA Community Credit Union is a full-service financial institution with locations throughout Virginia's Central Piedmont and Valley area.

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