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Alliant Retirement and Investment Services is a financial strategies program offering retirement, insurance and investment services to members and prospects of Alliant Credit Union. Our goal is to create a holistic financial plan for you, that we can adapt and change through the years as you experience new life events or develop different perspectives. We want to be there for you and your family, helping to give a sense of control over your financial future. We can help you: > Consolidate retirement savings accounts > Manage your investments > Plan to pay for long-term care > Determine strategies for trust and estate planning > Create a retirement income plan to approach those years with confidence Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC - www.finra.org / http://www.sipc.org). Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS. 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 Third-party posts found on this profile dont reflect the views of LPL Financial and havent been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss 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.
ClearBridge Investments is a global equity manager with over 60 years of experience in the investment management industry. The company focuses on delivering long-term results through active, research-driven investment strategies across various asset classes. Owned by Franklin Resources, Inc., ClearBridge operates with investment autonomy, allowing it to maintain a unique approach to managing investments. The company offers a range of services, including global equity management and infrastructure investments. ClearBridge specializes in managing global equity portfolios to achieve strong absolute returns while understanding and pricing risks. Its infrastructure investment team, particularly active in Australia, seeks to identify top infrastructure assets in the listed equity market, aiming for strong risk-adjusted returns. ClearBridge is also committed to responsible investing, integrating Environmental, Social, and Governance (ESG) factors into its decision-making process and has been a signatory to the Principles for Responsible Investment since 2008. With a global presence and offices in major cities, ClearBridge manages approximately $189.6 billion in assets and serves a diverse range of investors, including institutional clients and financial advisors.
Kitsap Bank is a Port Orchard, WA-based company in the Financial Services sector.
Waccamaw Bankshares, Inc. is a Whiteville, NC-based company in the Financial Services sector.
Banner Corporation dba Banner Bank is a Walla Walla, WA-based company in the Financial Services sector.