Lincoln Financial Advisors

Financial Advisors - Coming Soon!

XCEL Federal Credit Union is excited to join in an agreement with Lincoln Financial Advisors to provide Financial Services for our members.  Roy Schoenfeld brings years of investment experience and will lead the joint initiative to offer our members Lincoln Financial's broad spectrum of investment options below.    

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Investment Planning
  • Wealth Management
  • Education Funding
  • 401K/Pension Rollovers
  • Mutual Funds
  • Annuities

More details will be coming very soon!