Straightforward investment advice can save you time while making the most of your money. As a valuable benefit to members, retirement planning and wealth management services are available through ILWU CU Investment Services. If you are on the path to retirement, Financial Advisor, Mohammed “Moe” Ayala, can provide you individualized service and experience working directly with members like you.
Services include:
- Retirement Planning
- IRA, 401(k), 403(b), 457 plans
- Retirement Income Strategies
- Life and Long Term Care Insurance
- Reviewing Your Current Retirement Plan
If you are interested in developing a retirement plan based on you, your goals, and your picture of a financially successful retirement, Moe is here to help. He will provide impartial advice based on your financial needs to help you make informed decisions.
Schedule an Appointment Today
To get started designing your plan, schedule a free, no-obligation appointment by contacting Mohammed Ayala at 562.453.3250 or email [email protected].
Click here to learn more about Moe.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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 licensed affiliates. ILWU Credit Union and ILWU CU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ILWU CU Investment Services, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ILWU Credit Union or ILWU CU Investment Services. 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 www.lpl.com/disclosures/is-lpl-relationship-disclosure for more detailed information.
The LPL Financial registered representatives 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.
