LET’S PLAN FOR LIFE’S CHANGING MOMENTS.

Golden 1 Investment Services

FINANCIAL FREEDOM STARTS WITH A PLAN


While the future is impossible to predict, the steps you take today can help you prepare for life’s changing moments and pursue a brighter future.

At Golden 1 Investment Services, we develop personalized strategies to help you pursue your greatest goals. These financial strategies are built collaboratively with care. Best of all, here at Golden 1 you can benefit from quality investment services from people who care about you.

You can trust our LPL Financial Advisors to put your needs first. People before profit is the Golden 1 Investment Services way.

WHAT ARE YOUR FINANCIAL GOALS?

Woman and man sitting at kitchen counter looking at laptop screen

Planning

The path to plan for and reach your goals can be a winding road. The ability for our advisors to adjust strategy and your plan is just as dynamic. 

  • Retirement
  • A new baby on the way
  • Pursuing a graduate degree
  • A new house for your family
Smiling woman and two men sitting at a table reviewing a document together

Investing

Our collaborative investment process emphasizes the importance of broad diversification and strategic asset allocation as a means to limit concentration risk. 

  • Tax efficient investing
  • Pension optimization
  • Social Security claiming strategies
Woman and man sitting on green lawn petting three dogs

Giving

Your needs are diverse, and our approach is personalized. We take an interest in our clients and strive to create meaningful relationships built on comfort and trust.

  • Charitable giving
  • Socially responsible investing
  • Legacy planning

OUR PROCESS IS SIMPLE AND BEGINS WITH YOU

LET’S WORK TOGETHER


We’re here to provide the strategy and support you need to build and preserve wealth. Choose a level of service that suits your comfort zone and start investing today.

Work one-on-one with your Advisor: a full-service approach to investing and wealth management that allows you to maximize the experience of a professional financial advisor.

Self-guided investing platform: consult with an advisor for basic guidance and self-manage your investments using our automated online tools.

Find an Advisor to set up a free, no obligation consultation today.

YOUR GOALS ARE WITHIN REACH


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MEET OUR TEAM


Amber Lassner Profile Headshot

Amber Lassner, CRPC®

LPL Financial Advisor Associate

andrew fairbanks photo

Andrew Fairbanks, WMS℠

LPL Financial Advisor

andrew ketchum profile headshot

Andrew Ketchum

LPL Financial Advisor Associate

anthony lombardi profile headshot

Anthony Lombardi, CFP®

LPL Financial Advisor

Daniel Dhillion photo

Daniel Dhillon, CFP®

LPL Financial Advisor

daniel huegi photo

Daniel Huegi

LPL Financial Advisor

darren edge photo

Darren Edge

LPL Financial Advisor Associate

gary paul profile headshot

Gary Paul, MBA, CFP®

LPL Financial Advisor

jason crowell profile headshot

Jason Crowell, CFP®

LPL Financial Advisor

Joczan Chavez photo

Joczan Chavez, CWS®

LPL Financial Advisor Associate

joshua summerhays photo

Joshua Summerhays, CFP®

LPL Financial Advisor

kris wilson photo

Kristopher Wilson, ChFC®

LPL Financial Advisor

kyle monahan profile headshot

Kyle Monahan

LPL Financial Advisor Associate

lew lemon profile headshot

Lew H. Lemon, WMS℠

LPL Financial Advisor

matthew perkins profile headshot

Matthew Perkins, ChFC®

LPL Financial Advisor Associate

rick cavalla photo

Rick Cavalla

LPL Financial Advisor

sally louie photo

Sally Louie

LPL Financial Advisor

Sean Friesen

Sean Friesen

LPL Financial Advisor Associate

senh ly photo

Senh Ly

LPL Financial Advisor

simon yu ye profile headshot

Simon Yu Ye

LPL Financial Advisor

steven firth profile headshot

Steven Frith

LPL Financial Advisor

FINRA BrokerCheck


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

Broker Check logo

1 The LPL Financial registered representatives 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 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

 

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