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Tampa Bay Federal CU
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Investment Services  

Rock-paper-scissors is not the best way to decide where to invest your hard earned money.  Our Tampa Bay Financial Advisors Program – through LPL Financial, offers our Tampa Bay Financial Advisorsmembers a full array of investment alternatives.

Helping you plan for life, our experienced professionals listen to your needs and help you make suitable financial decisions for you and your family. This means taking you from where you are now through retirement. We specialize in answering questions regarding:

  • Retirement Planning
  • Rollover Services (Drop, 401K, 457, TSP, Deferred Compensation)
  • Wealth Management
  • Annuities
  • Mutual Funds                                                                        

For a free consultation contact Aaron Weinstock:

  • By email:
  • By phone: (813) 383-2321 and speak with, Aaron Weinstock*, a CERTIFIED FINANCIAL PLANNER™.
  • Or, visit our Ybor Heights Service Center (3815 N. Nebraska Ave., Tampa, FL 33603)

* Aaron Weinstock is an Investment Advisor Representative of LPL Financial, member FINRA/SIPC.**

Check the background of our Financial Advisor on FINRA's Broker Check.

Securities offered through LPL Financial Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.        

Not NCUA Insured No Credit Union Guarantee May Lose Value

 ** SIPC

Connect with Us

Toll Free: (800) 380-8880

Local: (813) 247-4414