HarborLight Retirement and Investment Services
There are many important financial decisions that must be made throughout someone’s life, so HarborLight Retirement and Investment Services can help members with all their financial needs. Whether it’s a newly married young couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, the Financial Advisor, James Bird, at HarborLight Retirement and Investment services help your work towards your financial goals.
Work with Someone You Know
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? Meet The HarborLight Retirement and Investment Services Financial Advisor who is here to help our members pursue their financial goals.
James Bird
Financial Advisor, LPL Financial
Professional’s Bio
BrokerCheck
James Bird can assist you with:
- Insurance Planning
- Retirement Planning
- Estate Conservation
- Investment Planning
- Business Planning
- Education Funding
Whether they are large or small, contact James Bird today to schedule a no-cost, no-obligation appointment to discuss your individual needs.
Helpful Links
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. HarborLight Credit Union and HarborLight Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using HarborLight Retirement and Investment Services, and may also be employees of HarborLight Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, HarborLight Credit Union or HarborLight Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any |
Not Credit Union Guaranteed |
Not Credit Union Deposits |
May Lose Value |
The LPL Financial registered representative(s) 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.
HarborLight Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay HarborLight Credit Union for these referrals. This creates an incentive for HarborLight Credit Union to make these referrals, resulting in a conflict of interest. HarborLight Credit Union is not a current client of LPL for advisory services. Please visit https://link.edgepilot.com/s/9a88345b/nIWrY4Zhwk_1zcokj574og?u=https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
