{"id":188,"date":"2023-12-19T03:00:28","date_gmt":"2023-12-19T03:00:28","guid":{"rendered":"https:\/\/www.noblecu.com\/wph\/workarea\/?page_id=188"},"modified":"2025-04-29T16:36:10","modified_gmt":"2025-04-29T16:36:10","slug":"investment-services","status":"publish","type":"page","link":"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/","title":{"rendered":"Investment Services"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Investment Services<\/h2>\n\n\n\n<p>Your financial goals are important&nbsp;to us.&nbsp; That&#8217;s why we have contracted with Osaic Institutions Holdings, Inc. (Osaic). Osaic was formed for the express purpose of serving credit union members&#8217; investment needs.&nbsp; Founded in 2016, with headquarters in 7 states and affiliated wealth management professionals in all 50 states, Osaic is a full-service investment firm.&nbsp; Osaic is poised and ready to assist you with meeting your financial planning needs.<\/p>\n\n\n\n<p>Whether you are looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just want to second opinion, we are here to help.&nbsp; Our Osaic Institutions Financial Advisor, Andrew Lewis, is a licensed professional, trained to objectively analyze your investment needs and help you create a&nbsp;financial plan designed to meet your unique goals.<\/p>\n\n\n\n<p>Services include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Reviewing Your Current Financial Plan<\/li>\n\n\n\n<li>Retirement Planning<\/li>\n\n\n\n<li>IRA, 401(k), 403(b), 457 plans, and TSP Rollovers<\/li>\n\n\n\n<li>Tax Efficient Investments<\/li>\n\n\n\n<li>Retirement Income Strategies<\/li>\n\n\n\n<li>Education Funding<\/li>\n\n\n\n<li>Life and Long Term Care Insurance<\/li>\n<\/ul>\n\n\n\n<p>Whether it&#8217;s developing sound solutions for your retirement, generating income, or protecting your assets through insurance,&nbsp;Andrew is here to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Listen to your financial needs<\/li>\n\n\n\n<li>Provide impartial advice to help you make informed decisions<\/li>\n\n\n\n<li>Be dependable and responsive<\/li>\n<\/ul>\n\n\n\n<p>To get started designing your plan, contact us today to schedule a complimentary, no-obligation appointment.<\/p>\n\n\n\n<p>*If you are a current Osaic client, you will soon be able to access your accounts in Noble&#8217;s online and mobile banking platforms. Once that feature is available, you will be notified.\u00a0<\/p>\n\n\n\t\t\t<div class=\"band\">\n\t\t\t\t<div class=\"zone\">\n\t\t\t\t\t<div class=\"feature-wrap feature-wrap-standard-custom-block row qty-1\">\n\t\t\t\t\t\t\n\t\t\t<div class=\"feature \">\n\t\t\t\t<div class=\"feature-padding\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"feature-image\">\n\t\t\t\t\t\t\t\t<figure class=\"feature-image-inner cover-image\">\n\t\t\t\t\t\t\t\t\t<img src='https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/Lewis-Andrew-scaled-e1723502382685-600x473.jpg' srcset='https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/Lewis-Andrew-scaled-e1723502382685-600x473.jpg 600w, https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/Lewis-Andrew-scaled-e1723502382685-300x236.jpg 300w, https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/Lewis-Andrew-scaled-e1723502382685-1024x807.jpg 1024w, https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/Lewis-Andrew-scaled-e1723502382685-768x605.jpg 768w, https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/Lewis-Andrew-scaled-e1723502382685-1536x1211.jpg 1536w, https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/Lewis-Andrew-scaled-e1723502382685-2048x1614.jpg 2048w, https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/Lewis-Andrew-scaled-e1723502382685-400x315.jpg 400w, https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/Lewis-Andrew-scaled-e1723502382685-1420x1119.jpg 1420w' sizes='(max-width: 600px) 100vw, 600px' \/>\n\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t<\/div><!--feature-image-->\n\t\t\t\t\t\t\t\t\t    \t\t\t\t\t<div class=\"feature-content\">\n\t\t\t\t\t\t\t\t<div class=\"feature-content-image\">\n\t\t\t\t\t\t\t\t\t<figure class=\"feature-content-image-inner\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"fa \" aria-label=\"icon\" role=\"img\"><\/span>\n\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t<\/div><!--feature-content-image-->\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"feature-content-text\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h3>Contact: Andrew Lewis<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"feature-content-wysiwyg\">\n\t\t\t\t\t\t\t\t\t\t\n\n<p>Osaic Institutions Financial Advisor<br>Email: <a href=\"mailto:Andrew.Lewis@osaicinstitutions.com\" target=\"_blank\" rel=\"noreferrer noopener\">Andrew.Lewis@osaicinstitutions.com<\/a><br>Call: <a href=\"tel:559-437-2008\">559-437-2008<\/a><\/p>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t                                                              \t\t\t\t\t\t\t<\/div><!--feature-content-text-->\n\t\t\t\t\t\t                    \t\t\t\t\t\t\n\t\t\t\t\t<\/div><!--feature-content-->\n\t\t\t\t<\/div><!--feature-padding-->\n\t\t\t<\/div><!--feature-->\n\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\n\n            <div class=\"band band-disclaimer \">\n                <div class='zone'>\n                    <div class='feature-wrap'>\n                        <div class='feature'>\n                            <div class='feature-padding'>\n                                <div class='featrure-content'>\n\n                    \t\t\t\t\n\n<p>Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA\/SIPC. Osaic Institutions and Noble CU are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.<\/p>\n\n\n\n<p>Investment Representatives are registered through Osaic Institutions, Inc. The Credit Union has contracted with Osaic Institutions, Inc to make non-deposit investment products and services available to credit union members.<\/p>\n\n\n\n<p>Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.<\/p>\n\n\n\n<p>Osaic Institutions, Inc representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.<\/p>\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>            \n<\/div>\n\t\t\t","protected":false},"excerpt":{"rendered":"Investment Services Your financial goals are important&nbsp;to us.&nbsp; That&#8217;s why we have contracted with Osaic Institutions Holdings, Inc. (Osaic). Osaic was formed for the express purpose of serving credit union members&#8217; investment needs.&nbsp; Founded in 2016, with headquarters in 7 states and affiliated wealth management professionals in all 50 states, Osaic is a full-service investment [&hellip;]","protected":false},"author":5,"featured_media":1616,"parent":1187,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"class_list":["post-188","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Investment Services<\/title>\n<meta name=\"description\" content=\"Noble has partnered with CUSO Financial Services to provide a team of financial advisors to assist with your financial planning needs.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Services\" \/>\n<meta property=\"og:description\" content=\"Noble has partnered with CUSO Financial Services to provide a team of financial advisors to assist with your financial planning needs.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/\" \/>\n<meta property=\"og:site_name\" content=\"Noble Credit Union\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-29T16:36:10+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/iStock-503545320-e1722988890508.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1254\" \/>\n\t<meta property=\"og:image:height\" content=\"422\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/\",\"url\":\"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/\",\"name\":\"Investment Services\",\"isPartOf\":{\"@id\":\"https:\/\/www.noblecu.com\/wph\/workarea\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/iStock-503545320-e1722988890508.jpg\",\"datePublished\":\"2023-12-19T03:00:28+00:00\",\"dateModified\":\"2025-04-29T16:36:10+00:00\",\"description\":\"Noble has partnered with CUSO Financial Services to provide a team of financial advisors to assist with your financial planning needs.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/#primaryimage\",\"url\":\"https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/iStock-503545320-e1722988890508.jpg\",\"contentUrl\":\"https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/iStock-503545320-e1722988890508.jpg\",\"width\":1254,\"height\":422,\"caption\":\"Friends On Road Trip Sitting On Hood Of Convertible Car\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.noblecu.com\/wph\/workarea\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Planning &amp; Investing\",\"item\":\"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Investments\",\"item\":\"https:\/\/www.noblecu.com\/wph\/workarea\/investments\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Investment Services\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.noblecu.com\/wph\/workarea\/#website\",\"url\":\"https:\/\/www.noblecu.com\/wph\/workarea\/\",\"name\":\"Noble Credit Union\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.noblecu.com\/wph\/workarea\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Investment Services","description":"Noble has partnered with CUSO Financial Services to provide a team of financial advisors to assist with your financial planning needs.","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"en_US","og_type":"article","og_title":"Investment Services","og_description":"Noble has partnered with CUSO Financial Services to provide a team of financial advisors to assist with your financial planning needs.","og_url":"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/","og_site_name":"Noble Credit Union","article_modified_time":"2025-04-29T16:36:10+00:00","og_image":[{"width":1254,"height":422,"url":"https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/iStock-503545320-e1722988890508.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/","url":"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/","name":"Investment Services","isPartOf":{"@id":"https:\/\/www.noblecu.com\/wph\/workarea\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/#primaryimage"},"image":{"@id":"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/#primaryimage"},"thumbnailUrl":"https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/iStock-503545320-e1722988890508.jpg","datePublished":"2023-12-19T03:00:28+00:00","dateModified":"2025-04-29T16:36:10+00:00","description":"Noble has partnered with CUSO Financial Services to provide a team of financial advisors to assist with your financial planning needs.","breadcrumb":{"@id":"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/#primaryimage","url":"https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/iStock-503545320-e1722988890508.jpg","contentUrl":"https:\/\/www.noblecu.com\/wph\/workarea\/wp-content\/uploads\/2024\/08\/iStock-503545320-e1722988890508.jpg","width":1254,"height":422,"caption":"Friends On Road Trip Sitting On Hood Of Convertible Car"},{"@type":"BreadcrumbList","@id":"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/investments\/investment-services\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.noblecu.com\/wph\/workarea\/"},{"@type":"ListItem","position":2,"name":"Planning &amp; Investing","item":"https:\/\/www.noblecu.com\/wph\/workarea\/planning-investing\/"},{"@type":"ListItem","position":3,"name":"Investments","item":"https:\/\/www.noblecu.com\/wph\/workarea\/investments\/"},{"@type":"ListItem","position":4,"name":"Investment Services"}]},{"@type":"WebSite","@id":"https:\/\/www.noblecu.com\/wph\/workarea\/#website","url":"https:\/\/www.noblecu.com\/wph\/workarea\/","name":"Noble Credit Union","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.noblecu.com\/wph\/workarea\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.noblecu.com\/wph\/workarea\/wp-json\/wp\/v2\/pages\/188","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.noblecu.com\/wph\/workarea\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.noblecu.com\/wph\/workarea\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.noblecu.com\/wph\/workarea\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.noblecu.com\/wph\/workarea\/wp-json\/wp\/v2\/comments?post=188"}],"version-history":[{"count":21,"href":"https:\/\/www.noblecu.com\/wph\/workarea\/wp-json\/wp\/v2\/pages\/188\/revisions"}],"predecessor-version":[{"id":2826,"href":"https:\/\/www.noblecu.com\/wph\/workarea\/wp-json\/wp\/v2\/pages\/188\/revisions\/2826"}],"up":[{"embeddable":true,"href":"https:\/\/www.noblecu.com\/wph\/workarea\/wp-json\/wp\/v2\/pages\/1187"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.noblecu.com\/wph\/workarea\/wp-json\/wp\/v2\/media\/1616"}],"wp:attachment":[{"href":"https:\/\/www.noblecu.com\/wph\/workarea\/wp-json\/wp\/v2\/media?parent=188"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}