Wealth Management - Langley Federal Credit Union

Financial Advice to Help You Achieve Your Goals

Langley Federal Credit Union offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning, extensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals.

Financial advisors at Langley Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, are available at Langley branches to speak with you about your unique financial situation and goals.

Why Work With a Financial Advisor?

You work hard for what you earn. Make sure your savings and investments are preparing you for the future you want. A financial advisor can help you achieve your short and long-term financial goals as well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.

Your Investment Journey Starts Here

At Langley Wealth Management, we know every investment journey is unique. Whether you’re just beginning to build your financial future or planning your transition into retirement, we’re here to guide you every step of the way. Explore the options below to discover the path that fits you.

Just Getting Started?

Build your financial foundation with more confidence. Now is the perfect time to set yourself up for long-term success. Ameriprise Financial Services specializes in helping young professionals and first-time investors lay a strong financial foundation designed to grow with them.

Our partners at Ameriprise are here to help you get started with a personalized action plan.^[1]

A plan designed just for you: Paying for college or getting started in a new career, we'll create a strategy that fits your life.
Answers to your questions: Investing can feel daunting. We're here with you every step of the way.
Start small, think big: Even if you're just starting with a modest amount, we'll help you make an impact in your future.

Build an Action Plan

Planning for Retirement?

Secure your legacy with guidance. If you’re nearing retirement or considering updates to your investment policies, now is the time to refine your strategy to work towards more financial well-being. Let us help you make confident decisions.

Tailored to your next chapter: Settling down, traveling the world, or spending more time with your family, we'll design a strategy that aligns with your goals.
Adjust as life changes: Life happens. Healthcare planning or unexpected expenses, we'll help you adapt your investments to stay secure.
Leave a meaningful legacy: Supporting loved ones or a cause you care about. We'll ensure your wealth goes where you want it to.

Schedule with a Local Advisor

Solutions and Advice Aligned to You

Through Ameriprise Financial, you’ll have access to wide-ranging advice — from customized investment recommendations and asset allocation strategies to detailed financial planning that covers key aspects of your financial life — to help you meet your goals. And, your financial advisor can provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance and annuities, and much more.

About Ameriprise Financial

As a long standing leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future.

Ameriprise Financial has remained true to its vision of putting clients’ interests first for 130 years with more than $1.4 trillion in assets under management, administration and advisement.^[2] View the Ameriprise FINRA BrokerCheck listing.

A Comprehensive Approach

Together, you and your financial advisor will evaluate your current financial situation. From there, your financial advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your financial advisor will help you prioritize what’s important today, while planning for a more confident financial future.

[1] While the term “plan” is used in this experience, it is not a comprehensive financial plan and does not create a financial planning relationship with Ameriprise. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice.
[2] Ameriprise Financial Q4 2024 Earnings Release.

Not FDIC or NCUA Insured

No Financial Institution Guarantee

May Lose Value

We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found ameriprise.com/sec-disclosure.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.

Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals.

Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Langley Wealth Management is a financial advisory practice of Ameriprise Financial Services, LLC.

Langley Federal Credit Union is not affiliated with Ameriprise Financial, Inc.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.