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NGFCU Wealth Management
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NGFCU Wealth Management

Home > Invest > NGFCU Wealth Management
Home > Invest > NGFCU Wealth Management

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Effective financial management and investment services are key to pursuing your long-term savings, investment and retirement goals. Accumulating wealth is a matter of time and patience. Start immediately, invest regularly, diversify your holdings, take advantage of tax strategies, and stay the course. Advisors offered through NGFCU Wealth Management1 will help you develop personal financial strategies based on your unique circumstances and an ever changing investment environment.

LPL Financial

It’s prudent to work with a professional as you pursue a comfortable financial future. Financial advisors understand the economy and markets, have time to evaluate financial strategies and have access to comprehensive information. While you devote time and energy to your job and life, your financial advisor will help you choose the best way to invest your money.

1Northrop Grumman Federal Credit Union (NGFCU) offers its members access to investment services provided by LPL Financial, member FINRA/SIPC. The firm believes informed, objective financial guidance is a fundamental need for everyone.

LPL does not offer proprietary investment products or engage in investment banking activities. This means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

We invite you to speak without cost or obligation to the investment representative serving your region.

Western Region

Alan Sweeten, CFP

Alan Sweeten, MS, CFP®, CRPS®

LPL Financial Advisor

800-200-1121 or 800-841-2796

alan.sweeten@lpl.com

Eastern Region

Margaret Kosmerl

Margaret S. Kosmerl, AIF®

Blue Heron Financial Group

410-295-9220

margaret.kosmerl@lpl.com

FINRA Broker Check logo

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

Consult with an LPL financial advisor

Send the form below to schedule a free, no-obligation financial consultation with an LPL Financial Advisor.

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Consult with an LPL financial advisor

Send the form below to schedule a free, no-obligation financial consultation with an LPL Financial Advisor.
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Use our Investment Calculator for a detailed look at how inflation, taxes and your time horizon will impact your returns.

Investment Calculator

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. Northrop Grumman Federal Credit Union (NGFCU) (NGFCU) , NGFCU Wealth Management and Blue Heron Financial Group are not registered as a broker/dealer or investment advisor. Registered representatives of LPL may offer products and services using the name Blue Heron Financial Group and NGFCU Wealth Management.

These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Northrop Grumman Federal Credit Union, NGFCU Wealth Management or Blue Heron Financial Group. 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

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives.

The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

Alan Sweeten: AZ, CA, FL, KS, LA, MI, NV, and TX, and UT.

Margaret Kosmerl: AL, AZ, CA, CO, CT, DE, DC, FL, GA, IL, IN, KS, KY, MD, MA, NY, NC, OH, PA, PR, RI, SC, TX, VA, WA, and WI.

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Ready to learn more?

Use the form above to schedule a free, no-obligation financial consultation with an LPL Financial Advisor.

Important Numbers

Call Toll Free
800-633-2848 (available 24/7)

Credit Card Cardholder Services:
800-633-2848 (available 24/7)

Debit Card Fraud Center:
International Lost or Stolen Card: 727-227-9012

After hours Lost or Stolen Card: 800-754-4128

Members traveling or who reside outside of the US: 727-227-2447

Routing #322276088