Community Financial Center

The Community Financial Center connects OCCU members with Mark Mager, a registered investment professional with LPL Financial, an independent broker dealer.  Mark specializes in retirement planning and investment advisory services. Through LPL Financial and the Community Financial Center, Mark can work with you to develop an investment strategy that suits your unique financial situation and goals.

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

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  • Retirement Planning
  • Advisory Services
  • Investment Services
  • Estate Planning
  • College Savings
  • Trust Services
  • Insurance

 

To set up a FREE, no-obligation consultation, call us at (360) 432-5201
or
(800) 426-5657 ext. 1030.

CFC Office (LPL Branch) located at:
Shelton – Mountain View Branch
2948 Olympic Hwy. N, Shelton, WA. 98584 

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LPL Account View

 

Mark Mager, MSFS,
LPL Financial Consultant

 

 

 

 

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial Representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, M O, NC, NV, OR and WA.
Our Community Credit Union and Community Financial Center are not registered broker/dealers and are not affiliated with LPL Financial.

NOT NCUA INSURED MAY LOSE VALUE NO CREDIT UNION GUARANTEE