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Wealth Management at UW Credit Union

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. UW Credit Union and Wealth Management at UW Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, MO, MT, NH, NJ, NM, NY, NC, OH, OR, PA, RI, TX, VA, WA and WI.

UW Credit Union 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 for more detailed information.

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