About Us

Stop Waiting. Start Investing.

SF Fire Investment Services offers our members additional resources and options for investing and financial planning.

Whether it’s planning for retirement, getting financially prepared for homeownership, or sending your children off to college, our Wealth Advisors can help you achieve your financial goals.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

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How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Contact

3201 California Street

San Francisco, CA 94118

info@sffire-lpl.com

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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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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. San Francisco Fire Credit Union and SF Fire Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SF Fire 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 San Francisco Fire Credit Union and SF Fire Investment Services. Securities and insurance offered through LPL or its affiliates are:

^{NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY}	^{NOT CREDIT UNION GUARANTEED}	^{NOT CREDIT UNION DEPOSITS OR OBLIGATIONS}	^{MAY LOSE VALUE}

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 the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

About Us

Stop Waiting. Start Investing.

Related Articles

Split Annuity Strategy

Understanding Money Market Funds

How to Make the Tax Code Work for You