Invest & Plan
Build your financial future
Investing in your future is one of the smartest things you can do. After all, you know better than anyone the kind of future you want to live. Our investment service professionals can help you assess your current situation, consider your options, devise a plan to pursue your financial goals, and help you make and tend to those investments so that when the time comes, the money you need is there.
Save for the future and make your money work for you with:
Looking to invest but don’t know where to start? Our investment service professionals can offer insight, help you plan, and get your money working for you.
Why invest with Jovia Investment Services?
- Our investment services help supplement the other savings products we offer
- We have a wide variety of investment options
- We get you the professional advice you need to work toward success
Beyond your day-to-day banking needs, long-term financial planning is essential to a healthy financial future. Plan for retirement and beyond with the investment professionals at Jovia Investment Services!
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. Jovia Federal Credit Union (JFCU) and Jovia Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Jovia Investment Services, and may also be employees of JFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of JFCU or Jovia Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states (depends on advisors): CA, CT, DE, FL, GA, HI, ID, MD, MI, NV, NJ, NY, NC, OH, PA, RI, SC, TX, VA,WA, WI. Securities and insurance offered through LPL or its affiliates are: