Langley Investment Services
Business Investments
Securities and insurance products offered by Cetera Investment Services, Inc.
Employer Retirement Plans*
Our Investment Adviser Representatives can provide you with a broad range of options to select the retirement plan that provides you and your employees with a quality retirement plan. Regardless of your size, they can show you the plan that is right for you — 401(k), 403(b), Simple, SEP and other retirement plans are available.
Employee Sponsored 529 Plans*
The 529 or College Savings Plan allows your staff the opportunity to invest for future college expenses tax–deferred, and make tax-free withdrawals as long as funds are used to pay for Qualified Higher Education Expenses.
What makes Langley Investment Services different from the rest?
Over time, you may find your current advisor losing that personal touch. Our first priority is providing world-class service to you. We accomplish this by doing our homework, and then some. We start with a due-diligence process, whereby we carefully select the highest quality investment products suitable to your needs. We make careful choices and narrow the vast list of products - mutual fund and insurance companies - to help you select a product that is most suitable for you. We customize your investment plan and take time to truly know you. And most importantly, we maintain the personal touch.
Your Personal Investment Adviser Representative
To make wise investment choices you need to know about tax laws*, current and pending legislation, market and bond trends, and have a deep understanding of investing principles. But for many people, committing that kind of time to research isn't possible. That's where we can help. With products available through Cetera Investment Services, an independent, registered broker–dealer, our experienced team of Investment Adviser Representatives** will work with you to create a personal investment strategy to help you reach your financial goals - whether you are saving for retirement, funding a college education, or developing a well'rounded portfolio.
** Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CETERA Account Access
Our Financial Professionals
- Victor Puliafico, Investment Program Manager
- William Eastburn, Investment Adviser Representative,CFP ®
- Ruby Evans, Investment Adviser Representative
- Ann Marie Miller, Investment Adviser Representative
- D. Michael Smith, Investment Adviser Representative
- Georg Hildebrand, Investment Representative
- Bonnie Blaylock, Investment Operations Supervisor
- Diane Petri, Sales Assistant
How you can contact us
Schedule a complimentary consultation by calling (757) 898-0089 or by visiting your nearest LFCU Branch to arrange a meeting.
Visit the Financial Answer Center
Find easy access to financial topics, get help in seeing and understanding what may be important to you, and be directed to someone who can help.
Securities, insurance products and advisory services offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
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View Cetera Investment Services privacy policy and other important information. |
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NOT A DEPOSIT. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
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INVESTMENTS ARE
NOT NCUSIF INSURED |
MAY LOSE VALUE
NO CREDIT UNION GUARANTEE |
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