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FRAUD AWARENESS REMINDER

Chartway will NEVER contact you directly and ask for specific confidential information (login credentials, PIN, card number, etc.). Be aware of fraudulent text and phone scams and take extra precaution. If you are contacted unprompted, please call us at (800) 678-8765. We are here to help keep your accounts safe.

Investment Services

The Chartway Investment Services program located at Chartway Credit Union is offered through LPL Financial.*

Building a Brighter Future

Are you concerned you aren’t saving enough for retirement? Don’t know where to start? We have financial professionals on-hand to help demystify your finances and help get you on the right track. LPL Financial Advisors can help you plan for your future by working with you to develop a personalized financial strategy, including saving for a child’s education, paying down debt, and more. We also have a number of financial planning tools that could help you pursue your goals. 

Financial Professional Services include: Money and Investment, Education Planning, Insurance Planning, Estate Conservation, 401(k) Planning, Retirement Planning, Business Planning

Learn More About Financial Services

Our Financial Experts

Stephen Noffsinger

Raby Rd Branch

5670 Raby Rd

Norfolk, VA 23502

(757) 502-8618 Ext.12217

Contact Stephen

Kaedan Rivera

Murray Branch

5338 South College Dr 

Murray, UT 84123

(435) 833-7233

Contact Kaedan

Broker Check*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. Chartway Federal Credit Union and Chartway Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Chartway Investment Services, and may also be employees of Chartway Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of, Chartway Federal Credit Union or Chartway Investment Services. 
Securities and insurance offered through LPL or its affiliates are: 

The LPL Financial Registered Representative(s) associated with this website may discuss and/or transact business only with the residents of the states in which they are properly registered or licensed. No offer may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

Investment Webinars

Women and Investing

6PM EST (5PM CST) on October 24th, 2023, on Zoom

The seminar will focus on the importance of taking control of your own future through investing. You’ll also learn about:

  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities

Register Now!

Rollover Options

6PM EST (5PM CST) on November 7th, 2023, on Zoom

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

  • Four major options for retirement plan balances when changing jobs
  • Pros and cons of each option
  • How a Rollover works

Register Now!

Social Security & Your Retirement

6PM EST (5PM CST) on December 19th, 2023, on Zoom

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. Here’s an opportunity to attend a valuable educational seminar on this important topic.

  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?

Register Now!