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.  

Learn More 

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.

Connect With Us 

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.
Talk to a Banker 

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.
Schedule Appointment 

Get Investment Insights 24/7

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

Extend Your Retirement Budget with the Gig Economy

Retirement savings need to last longer than ever. The good news is that retirees are not only living longer; they are also leading happier, more active, and energetic lifestyles than…
View Resource

Saving for Your College of Choice

It has become a big worry for most parents: How can they save enough money to help pay for their children’s college education? Students today can take advantage of many…
View Resource

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,…
View Resource

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…
View Resource

Supplementing Your Retirement Income

Retirement is something you may have been looking forward to for quite some time. You may have been saving for it since you began working with the hopes of leading…
View Resource

Catching Up Tips for Retirement

You did not begin saving for retirement early enough. Now you are in your 40s or 50s, and you’ve barely saved anything for your post-work years. Fortunately, you can take…
View Resource

Social Security and the Self-Employed

For most people who have jobs in the U.S., Social Security contributions are automatic. It is not something you need to worry about because your employer takes care of it…
View Resource