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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

Our Financial Experts

Stephen Noffsinger

Raby Rd Branch

5670 Raby Rd

Norfolk, VA 23502

(757) 502-8618 

Kaedan Rivera

Murray Branch

5338 South College Dr 

Murray, UT 84123

(435) 833-7233

Tom Cherry

Lynnhaven Branch

100 Lynnhaven Pkwy

Virginia Beach, VA 23452


Investment Webinars

Social Security & Your Retirement

6PM EST  on April 23, 2024, 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?

Rethinking Diversification

6PM EST on May 7, 2024, on Zoom

You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

  • What is traditional portfolio diversification?
  • How has the investment landscape changed?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

Three Transitions to Retirement

6PM EST on June 4, 2024, on Zoom

You’ll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:

  • How to confidently address the financial, lifestyle and emotional transitions to retirement
  • How to guard against risks and manage those that are inevitable
  • Whether you are ready for retirement

Understanding Medicare

6PM EST  on June 18, 2024, on Zoom

You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:

  • Medicare basics and the differences between Parts A, B, C and D
  • Tips for choosing your coverage and enrolling in Medicare
  • How to consider health care costs when planning your retirement income

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