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SAFE will be closed for business Wednesday, June 19, 2024, to honor the Juneteenth holiday. SAFE will be open for limited business hours from 10 a.m. to 2 p.m. on Friday, June 21, 2024, for a company event. Access your accounts 24/7 through Online Banking and the SAFE Mobile App.

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Invest the Way YOU Want

Invest in your future with our new online platform.

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Invest the way YOU want

Invest in your future with our new online platform.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck


SAFE Financial Services

SAFE Financial Services has been providing wealth management and financial planning strategies for every stage of life for over 35 years. Our holistic approach tailors personalized financial plans designed to help pursue each client’s financial goals and wellbeing.

SAFE Financial Services Wealth Advisors hold nationally recognized industry certifications and have the real-world experience to help each client evaluate their financial goals and adapt their investment planning as financial situations evolve.

Our experience with the latest financial planning tools and our strong relationships with regional and national money managers have SAFE Financial Services dynamically positioned to deliver exceptional client experiences.

SAFE Financial Services is located at SAFE Credit Union and is 100% based in the Greater Sacramento region.

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Financial Advisors are registered with, and 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. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

SAFE Credit Union provides referrals to financial professionals of LPL Financial LLC 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. SAFE Credit Union is not a current client of LPL for brokerage or advisory services. Please visit LPL Financial for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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