Planning For Your Future

Whatever your financial goals may be, we can help you meet them. Investing can feel overwhelming, but don’t worry! Our experts will recommend what’s right for you.  

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Your Investments Mean More Here

Partner with a local, experienced financial advisor at First Federal Lakewood Investment Services (FFLIS). Together, we’ll create a path to meet your goals. Whether planning for retirement, saving for a new home or creating an estate plan, your money goes to work in our communities. It’s the mutual bank difference.

First Federal Lakewood Investment Services include:

  • Investment Planning
  • Risk Management Planning
  • Retirement Planning
  • Life and Legacy Planning
  • Estate Planning
  • Investment Products
  • Insurance Products
  • Business Products & Services

Meet with an Investment Advisor

Let’s create your financial roadmap to meet your goals.

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First Federal Lakewood offers FDIC insured deposit products. FFL Investment Services offers access to brokerage and investment products which are NOT FDIC INSURED. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC.

* Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Neither Cetera Investment Services nor Cetera Investment Advisers are affiliated with First Federal Lakewood or its related companies.

Explore Retirement Planning Options

Pay taxes now and not in retirement with a Roth IRA

Our Roth IRAs give you a range of investment options, including traditional savings accounts and CDs. Your retirement savings grow with money that’s already been taxed.
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Earn tax-deferred savings with a Traditional IRA.

Traditional IRAs offer a wide range of investment options, including savings accounts and CDs. Your earnings are tax deferred, meaning you don’t pay taxes until you withdraw your funds.
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Get Investment Insights 24/7

Start to understand the basics or upgrade yourself to expert level with our library of knowledge.

Supplementing Your Retirement Income

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How are Social Security Benefits Calculated?

You are nearing retirement age and wonder how much money you can expect from the federal government in Social Security benefits each month after leaving the workforce. The short answer?…
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What to Know Before You Consider a Student Loan Debt Relief Company

For those who have just completed their education, the thought of paying back student loans can be daunting. According to U.S. News and World Report, the average bachelor’s degree holder…
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Will Your Choice of Major Payoff Financially?

Choosing a college major can be intimidating. You are making a commitment about what you think you will want to do for the rest of your life at a time…
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An Overview of 529 Plans

As families invest their savings in preparation for their children’s future K-12 or college tuition and expenses, 529 college savings plans can provide various tax and financial benefits. These benefits…
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Is a Reverse Mortgage Right for You?

When you own a home and need additional cash flow, a reverse mortgage is one way to get it. A reverse mortgage allows you to tap into your home equity,…
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Save for College

Saving for a college education requires advanced planning and knowledge of what the cost of a college education will be when your student begins his college experience. You’ll first need…
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