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Business Investing
You work hard every day to build a strong future
for your company and employees
Your dedication shows in the results you deliver to your customers and stakeholders.
We’re equally dedicated to the financial well-being of both you and your business. We offer retirement plans and personal wealth management strategies for you and your employees.
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RETIREMENT PLANS
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We offer a broad array of options for you and your employees. We are happy to consult with you to choose an appropriate plan.
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PERSONAL WEALTH MANAGEMENT
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| Through comprehensive life planning and access to trust services, asset management and charitable services, we can help you effectively manage your wealth. |
We Are Dedicated to Your
long-term Financial Well Being
Thomas P. Valdez Jr., Financial Consultant
Call today for more information
or to schedule your free,
no-obligation consultation
Take a look at the rates at On Tap Credit Union!
View ratesSecurities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
The LPL Financial registered representative(s) associated with this site may only discuss and/or transact securities business with residents of Colorado.
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Not NCUA Insured / No Credit Union Guarantee / May Lose Value
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On Tap Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.