Broker Check

"No fancy Chandelier here."

Just friendly advisors helping you get real about retirement.

Retirement planning can come with a lot of questions.

“Can I retire?”

“Will we have enough?”

“Is it too early (or too late) to get started?”

 You’re not alone. Our team of helpful advisors are here to meet you where you’re at and walk you through how you can utilize, protect, plan for and grow. Since 1986, the team at TFCU Financial Advisors has worked hand-in-hand with clients to help them set goals and make investment, insurance and retirement plans.

 Objective financial guidance. Whether you're a seasoned investor or if financial planning is new to you, expect our team to deliver objective financial guidance. Through our broker/dealer, Raymond James Financial Services, Inc., we provide an excellent selection of products and services designed to help you now and through your life events.

 Easy to talk to. At TFCU Financial Advisors, you can expect a comfortable and welcoming visit.  You can also meet an advisor at many of the Tinker Federal Credit Union branches or by Zoom.

 Ready to talk? We’re here to listen. Give us a call at (405) 737-0006 or email us to make an complimentary, no-obligation appointment. 

Securities are offered through RAYMOND JAMES FINANCIAL SERVICES, INC., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency. Funds are NOT GUARANTEED nor are they deposits or obligations of the credit union or any affiliated entity of the credit union, and are subject to risk, including the possible loss of principal. Tinker Federal Credit Union, Tinker Financial Services, LLC and TFCU Financial Advisors* are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc., a non-affiliated third party provider to Tinker Financial Services, LLC and Tinker Federal Credit Union. All investments and information are intended for U.S. residents only. * TFCU Financial Advisors is a registered trademark and ‘dba’ of Tinker Financial Services, LLC.