Investment Management

FORUM 1st Investment Services provides investment management services for all stages of personal financial planning and investment needs.  Both transactional and investment advisory services are available when assisting individuals with their financial goals.  FORUM 1st Investment Services provides objective financial advice while focusing on its clients’ best interests, has the expertise and resources necessary in today’s complex financial markets, and is committed to working with clients in planning for their financial goals.  For additional information regarding the products and services provided by FORUM 1st Investment Services, please click here.













Securities and advisory services are offered through LPL Financial, member FINRA/SIPC. FORUM Credit Union is not a registered dealer and is not affiliated with LPL. Not NCUA insured. May involve loss of principal. No credit union guarantee.