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.

When Should I Start Collecting Social Security?

You can start collecting Social Security payments once you hit the age of 62. However, is it wise to do so? That depends on your situation. For most people, though,…

Minimizing College Application Expenses

From the minute you become a parent, you know how essential it is to start a college fund for your little one. And, indeed, starting a college fund while your…

The Basic Principles of Retirement Planning

Are you saving enough for retirement? If you are like most U.S. residents, probably not. The Employee Benefit Research Institute’s 2022 Retirement Confidence Survey reports that slightly more than 7…

What is a Mutual Fund?

When you want to build a diversified portfolio of assets within a single investment, try using a mutual fund. Mutual funds are a form of investment frequently used by long-term…

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…

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…

Social Security Benefits

Ready to test your knowledge? You’ll have ten multiple choice questions to answer. Click on each question to reveal the question and multiple choice answers. After you’ve completed answering all…