All Services

We can help you build an investment strategy or help guide your current one. For more information or to schedule an appointment to speak with one of our Investment Consultants, simply call 865.425-2730.

  • Retirement Planning/IRAs
  • Tax Reduction Strategies
  • Education Planning & Funding
  • Life Insurance Planning
  • Long-Term Care Planning
  • Mutual Funds
  • Stocks, Bonds, and Annuities
  • Wealth Management Strategies*
  • 401(k) and 403(b) Rollovers
  • Investment Planning


†Calculator results are for illustrative purposes only and are not a guarantee of investment return. This information may help you analyze your financial needs and is based on information and assumptions provided by you regarding your goals, expectations, and financial situation.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured ORNL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of ORNL Federal Credit Union and are not endorsed, recommended or guaranteed by ORNL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, GA, IL, KY, MD, MO, NC, NM, TN, VA, WA.