Investment Services  

Home | Personal Accounts | Retirement & Investments

Invest with Someone You Know 

Where do you see yourself in 5, 10 or even 20 years? Do your financial plans align with those goals?  

Get access to experienced financial professionals who care as much about your financial future as you do. Horizon Retirement and Investments will take the time to learn about your goals and work with you on a plan that makes those goals a reality. 

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. Horizon Credit Union and Horizon Retirement & Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Horizon Retirement & Investments and may also be employees of Horizon Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Horizon Credit Union and Horizon Retirement & Investments. 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 

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.