we want to help you feel confident in your plans for retirement

Together, West Community Financial Advisors and LPL Financial can provide you with comprehensive investment guidance as your financial needs change and grow throughout your lifetime. Whether your financial objective is to preserve your wealth or build your nest egg, we’ll work with you to pursue your goals. If you don’t have an investment strategy yet, we can help you get started.

Our services include:


RETIREMENT PLANNING

  • Individual Retirement Account (IRA)
  • Roth IRA
  • 401(k)
  • 403(b)
  • Direct Rollovers of 401(k) and 403(b) plans

EMPLOYEE BENEFITS

  • Retirement plans
  • Buy/Sell agreements
  • Group insurance
  • Executive compensation plans

WEALTH MANAGEMENT

  • Mutual funds
  • Unit Investment Trusts
  • Annuities

INSURANCE SERVICES

  • Life insurance
  • Long-term care insurance
  • Disability coverage

COLLEGE PLANNING

  • 529 plans

 

 

For more information contact our LPL Financial Advisors

 

Randall Stewart

LPL Financial Advisor 
Phone: 314-960-8092
[email protected]

Click to check the background of this investment professional

Randall Stewart
 

William Brennan

LPL Financial Advisor 
Phone: 314-374-3590
[email protected]

Click to check the background of this investment professional

William Brennan

 

Securities offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. Tigers Community Credit Union and Tigers Community Financial Advisors are not registered as a broker-dealer. Registered representatives of LPL offer products and services using Tigers Community Financial Advisors, and may also be employees of Tigers Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Tigers Community Credit Union or Tigers Community Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of Missouri, Illinois and Kansas, in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.