Crane Investment Services
Our Products & Services
Retirement Planning
- Plans tailored to your needs
- In-depth guidance to reduce complexity
- Ongoing investment management
- Full breadth of products and services
Investment Management
- Ongoing relationship through all life stages
- Data-driven investment decisions
- Personalized portfolio strategy
Education Savings
- Recommendations on K-12 savings programs
- Counseling on College Savings Plans
- Guidance on ABLE accounts for students with disabilities
Financial Planning
- Discovery phase – needs, goals, values and expectations
- Design phase using advanced modeling software
- Deployment phase – with you every step of the way
Investment Programs for Federal Employees
- Thrift Savings Plan (TSP)
- Federal Employees Retirement System (FERS)
- Civil Service Retirement System (CSRS)
Investment Strategies for Business Owners
- Business consultation
- Business planning
- Strategy implementation
Meet Our Team
*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. Crane Credit union and Crane Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Crane Investment Services, and may also be employees of Crane Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Crane Credit Union or Crane 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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Crane Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Crane Credit Union for these referrals. This creates an incentive for Crane Credit Union to make these referrals, resulting in a conflict of interest. Crane Credit Union is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.