First Harvest Credit Union Announces Launch of First Harvest Investment Solutions* to Provide Access to Enhanced Retirement Planning and Investing Services
First Harvest Investment Solutions* to provide access to financial planning and brokerage services for membership through LPL Financial
Deptford, NJ – February 8, 2023 – First Harvest Credit Union (First Harvest), New Jersey’s second largest credit union by membership, is pleased to announce the formation of First Harvest Investment Solutions* to provide access to enhanced retirement planning, brokerage and investment services to its membership through an alliance with LPL Financial.
“As a member-owned institution, it is important that we provide our members with affordable, personalized services that augment their spending, saving and borrowing needs,” stated First Harvest Credit Union President & CEO Mike Dinneen. “For over 80 years, we have helped our members achieve their life’s dreams. With our expanded strategy with LPL Financial, through First Harvest Investment Solutions*, we can add access to planning and investing to our suite of membership benefits, offering more paths to progress for our members.”
David Graham, an Investment Advisor Representative at LPL Financial, will serve as the financial advisor for First Harvest Investment Solutions*.
“David Graham is a longtime valued partner of First Harvest, and has served the members of First Harvest Credit Union for many years,” stated Dinneen. “Through the formation of First Harvest Investment Solutions* and with David’s partnership and leadership, our members can expect personalized strategies and outstanding service for their investing needs.”
Members can learn more about First Harvest Investment Solutions* and LPL Financial, and send a request for a complimentary consultation at: FirstHarvestCU.com/Invest.
About First Harvest Credit Union:
Established in 1940, First Harvest Credit Union is a low income-designated credit union headquartered in Deptford, NJ. With more than $460 million in assets, the credit union serves more than 46,000 members and 700 workplaces and operates full-service locations in Atlantic, Burlington, Camden, Cumberland, and Gloucester Counties in New Jersey, and Lycoming County in Pennsylvania. The credit union offers a full suite of saving, spending, borrowing and financial wellness solutions for consumers, institutions and businesses. For more information about First Harvest Credit Union, visit FirstHarvestCU.com.
Additional Information:
First Harvest Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA First Harvest Investment Solutions.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA: https://www.finra.org / SIPC: https://www.sipc.org). Insurance products are offered through LPL or its licensed affiliates. First Harvest Credit Union and First Harvest Investment Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Harvest Investment Solutions, and may also be employees of First Harvest Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Harvest Credit Union or First Harvest Investment Solutions. 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 program 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.
First Harvest 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.
