John Masinko
Financial Advisor
Serving: Atlanta, Chamblee, Clarkston, Cumming, Decatur and Stockbridge
Georgia United Retirement and Investment Services
Wealth management tools to help you plan for a better financial future.
Investment and Retirement Planning
Georgia United Retirement and Investment Services is offered through LPL Financial* and provides personal investment and retirement planning for members. For more information about LPL Financial, please click here.
Creating a plan is important to pursue your financial goals and it's never too early to start. Whether you're just starting your career, nearing retirement age or somewhere in between, the nearby Georgia United Retirement and Investment Services team can help provide financial guidance for your unique needs.
With a wealth of knowledge and experience, our financial professionals will help to educate and answer your questions so you have the knowledge and confidence to make informed decisions.
What We Do
Our professionals help with a variety of services including:
- Investments
- IRA Rollovers
- Education Funding
- Estate Conservation
- Retirement and 401(k) Savings
- Insurance
- Life and Disability Insurance
- Annuities
Chris Sims
Financial Advisor
Serving: Athens, Conyers, Cornelia, Dublin, Duluth and Tucker
Todd Faulkner
Financial Advisor
Serving: Cartersville and Dalton
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Learn more about Georgia United Retirement and Investment Services, access your Georgia United Retirement and Investment Services Account or learn about financial products and services offered here.
Upcoming Webinars
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.
Fixed and variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
These workshops are educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.
Contact a Financial Advisor
Ready to get started? Set up a no-cost, no-obligation appointment and let us create a personalized financial plan to help you pursue your goals.
*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. Georgia United Credit Union and Georgia United Retirement and Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Georgia United Retirement and Investment Services, and may also be employees of Georgia United Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Georgia United Credit Union or Georgia United Retirement and Investment Services. Securities and insurance 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 |
The LPL Financial registered representative(s) 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.
Georgia United 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 here for more detailed information.