BEWARE OF SCAMMERS impersonating Foothill Representatives who appear to be calling from a Foothill Credit Union number. Remember, Foothill reps will not ask you for your log-in credentials or for your multi-factor authentication (MFA) codes. When in doubt, hang up and call us at 626-445-0950 directly.
Stocks, bonds, mutual funds and tax-advantaged accounts. These financial tools are often associated with wealthy people. But the truth is, almost everyone can benefit from sound investment advice.
Of course, you want your investments to make money. But at the heart of it, you're trying to achieve something more - whether it's sending a child to college or planning your own retirement. Our Foothill Investment Services professionals can help put together a portfolio that reflects your priorities and anticipates your changing life circumstances. Here are the four steps we'll take:
With the proper plan and an experienced professional partner like Will Petro, working by your side, you'll be prepared to make sound decisions about saving, investing and insurance.
Will can accommodate your meeting preference, whether it's meeting at one of our branches, over the phone or a video consultation to discuss your financial planning goals.
Schedule a no-cost consultation with Will by submitting the contact form below, by emailing him at [email protected], or by calling his assistant at 626-553-6569.
✔ Check the background of this investment professional on FINRA's BrokerCheck.
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.
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. Foothill Credit Union and Foothill Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Foothill Investment Services, and may also be employees of Foothill Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Foothill Credit Union or Foothill 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 |
"I have been a member for 22 years. It is the customer service that keeps me coming back. I feel they are family."
- Pam K.
Foothill Credit Union is a full-service credit union with California branches in Arcadia, Covina, Glendora, and Upland.
