Guardian Credit Union

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Guardian Financial Planning

Let's talk about the future.




















Trusted guidance for every step of your financial future.

Smiling retired couple dancing in their backyard, relieved to be free from financial worries.
Happy couple sitting in their living room, confident their future is secure with Guardian Financial Planning.


Financial Planning built on more than 65 years of service. We are dedicated to helping you make informed decisions about your financial future.

Get to Know Us





The idea of investing can feel intimidating, but you don't have to navigate it alone. We want to work with you to create a unique plan that fits where you are today and supports where you want to go.



 

Find the financial planning support that fits your life stage.


Just Starting Out


Education Planning

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Insurance

Happy couple lying on the grass with their young daughter, confident their future is secure with Guardian Insurance.

Investments

Smiling retired couple relieved to be free from financial worries.

Retirement Planning

Smiling couple reviews documents at home with Guardian Financial Planning for retirement readiness













Older couple reviewing paperwork together, representing financial planning services at Guardian Credit Union

BrokerCheck®

BrokerCheck® helps you make informed choices about brokers and brokerage firms,and provides access to investment advisor information.
















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      Let's Start The Conversation

      We want to talk about your financial future. From retirement to education planning, we'll connect you with our financial consultant who is ready to listen, support, and understand your needs.

      Connect With Our Financial Advisor