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.

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.

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.

Get Investment Insights 24/7

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

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,…

Investing in ETFs (Exchange-Traded Funds)

ETFs, or exchange-traded funds, are an excellent way of investing in the securities markets. ETFs include a basket of securities to trade on the stock exchange, like mutual funds. They…

The Challenge of Working Your Way Through College

Working your way through college can provide precious work experience and valuable life lessons while teaching you the importance of budgeting your time, money, and more. However, it also presents…

Expected Family Contribution

Expected Family Contribution, also known as EFC, tells you what your family should expect to pay for college tuition, fees and room and board. Your family’s financial condition and health…

Managing Your Retirement Funds

The secret to a happy retirement? There are probably many. However, not having to worry if you’ll run out of money is certainly near the top of the list. The…

Living with High Student Loan Obligations

College graduates often leave their universities with an unwelcome burden — a significant amount of debt. It is important to note how much student debt has grown over the last…

Working in Retirement

The traditional view of retirement is changing, and it is changing quickly. For example, retirement was when you could travel or spend long days with your grandchildren. These days, however,…