Call Us: (800) 553-3707
Schedule an Appointment
Friday, May 02, 2025
How Will Working Affect Social Security Benefits?
Friday, December 20, 2024
Plan for Tomorrow, Today
Monday, November 18, 2024
The Basics of Medicare

Your 2021 New Year’s (Financial) Resolutions

Investing and Financial Planning / Tips & Tricks / Financial Wellness
Tuesday, February 16, 2021

A resolution for every month to help you work towards financial independence.

Read more

Washington Long-Term Care Changes

Long-Term Care
Tuesday, February 09, 2021

Read more

Tax Identity Theft Awareness - Protecting Yourself from Tax Identity Theft

Taxes / Investing and Financial Planning
Tuesday, January 26, 2021

Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone, pretending to be a rep from the Internal Revenue Service (IRS), and demanding payment over the phone. To protect yourself, keep these tips in mind.

Read more

Contact

Subscribe

Subscribe to our blog to keep up with what’s going on at Logix Financial Services!

Subscribe

Check the background of your financial professional on FINRA's BrokerCheck.

The financial consultants of Logix Financial Services are registered representatives with, and 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. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial 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 representatives 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.

Logix Federal 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

CA Insurance License #0D64827 Logix Insurance Services
© 2024 Logix Financial Services