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VyStar Credit Union
  • Products & Services
    • Service Strategies
    • Guided Wealth Portfolios
    • Retirement Planning
    • Comprehensive Financial Planning
    • IRAs
    • Mutual Funds
    • Tax-Deferred Annuities
    • College Savings Plans
    • Estate Planning
  • News
    • Calendar
    • Webinars
    • Retirement Coaching
    • 2020 Key Numbers
  • Tools & Resources
    • Financial Planning Tools
    • Estate Planning Tools
    • Retirement Planning Tools
    • Long-Term Care Planning Tools
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    • Retirement Plan Distributions Education Center
  • About Us
    • Meet the Team
    • Request an Appointment
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  • VyStarcu.org
  • Products & Services
    • Service Strategies
    • Guided Wealth Portfolios
    • Retirement Planning
    • Comprehensive Financial Planning
    • IRAs
    • Mutual Funds
    • Tax-Deferred Annuities
    • College Savings Plans
    • Estate Planning
  • News
    • Calendar
    • Webinars
    • Retirement Coaching
    • 2020 Key Numbers
  • Tools & Resources
    • Financial Planning Tools
    • Estate Planning Tools
    • Retirement Planning Tools
    • Long-Term Care Planning Tools
    • Women Investors
    • Social Security Benefits
    • Retirement Plan Distributions Education Center
  • About Us
    • Meet the Team
    • Request an Appointment
  • Account View
  • VyStarcu.org
Products & Services

Products & Services

Whether you’re just beginning a family, paying for a child’s education, or nearing retirement, VyStar’s Investment Services LPL Financial Advisors are ready to help.
Home > Products & Services
Service Strategies

Service Strategies

At VyStar we put our members' needs first.

Guided Wealth Portfolios

Guided Wealth Portfolios

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.

Retirement Planning

Retirement Planning

You may have a very idealistic vision of retirement—doing all of the things that you never seem to have time to do now. But how do you pursue that vision?

Comprehensive Financial Planning

Comprehensive Financial Planning

Do you picture yourself owning a new home, starting a business, or retiring comfortably?

IRAs

IRAs

Traditional and Roth Individual Retirement Accounts were established to provide the public with a tax advantage account to save for retirement purposes.

Mutual Funds

Mutual Funds

A mutual fund pools the money of many investors to purchase securities.

Tax-Deferred Annuities

Tax-Deferred Annuities

An annuity is a contract between you (the purchaser or owner) and an insurance company.

College Savings Plans

College Savings Plans

When it comes to saving for college, all strategies aren't created equal.

Long-Term Care Insurance

Long-Term Care Insurance

Long-term care insurance is designed to pay for the cost of your care in a variety of settings.

Estate Planning

Estate Planning

Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death.

Stocks

Stocks

A stock represents a share of ownership in a business.

Bonds

Bonds

Bonds are written obligations much like insurance policies that guarantee certain obligations will be performed or fulfilled.

Life Insurance

Life Insurance

How do you determine how much life insurance you need or which policy? Is there debt that may need to be paid off? We can guide you through these questions and provide tools to assist you.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Products & Services
  • Service Strategies
  • Guided Wealth Portfolios
  • Retirement Planning
  • Comprehensive Financial Planning
  • IRAs
  • Mutual Funds
  • Tax-Deferred Annuities
  • College Savings Plans
  • Long-Term Care Insurance
  • Estate Planning
  • Stocks
  • Bonds
  • Life Insurance
  • Request for Appointment
  • Products & Services
    • Service Strategies
    • Guided Wealth Portfolios
    • Retirement Planning
    • Comprehensive Financial Planning
    • IRAs
    • Mutual Funds
    • Tax-Deferred Annuities
    • College Savings Plans
    • Estate Planning
  • Tools & Resources
    • Financial Planning Tools
    • Estate Planning Tools
    • Retirement Planning Tools
    • Long-Term Care Planning Tools
    • Women Investors
    • Social Security Benefits
    • Retirement Plan Distributions Education Center
  • News
    • Calendar
    • Webinars
    • Retirement Coaching
    • 2020 Key Numbers
  • About Us
    • Meet the Team
    • Request an Appointment

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


LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of all 50 United States. The services offered within this site are available through our U.S. Investment Representatives, LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all investments and services mentioned are available in every state.

Copyright 2006-2018 Broadridge Investor Communication Solutions, Inc. All rights reserved.

VyStar Investments Services
76 S. Laura Street
Jacksonville, FL 32202
Telephone: (904) 908-2495
Fax: (904) 908-2873
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