It's Never Too Early to Invest for a Brighter Tomorrow
The BrightStar Investment Services program is offered through LPL Financial (LPL)*, a registered broker-dealer focused on serving credit union members.
For more information about LPL Financial, please visit lpl.com. Check the background of investment professionals on FINRA's BrokerCheck.
Call (954) 714-4497Services We Offer
Retirement Planning
Plan for a comfortable retirement with personalized strategies tailored to your goals and timeline.
DROP Funds
Expert guidance on managing your Deferred Retirement Option Program funds for maximum benefit.
Investment Options
Mutual funds, stocks, bonds, and more — build a diversified portfolio aligned with your risk tolerance.
Insurance Options
Life insurance and annuity products to protect your family and provide guaranteed income streams.
Estate Planning
Work with your attorney and our advisor to ensure your assets are protected and transferred according to your wishes.
Tax Efficient Investing
Strategies designed to help minimize your tax burden while maximizing your investment returns.
Meet Your Financial Professional
Robert J. Crabtree
Financial Professional — BrightStar Investment Services
Robert can help you address your personal financial goals — from retirement and investment planning to education funding, insurance, and estate strategies.
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Disclosures
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BrightStar Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BrightStar Investment Services, and may also be employees of BrightStar Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BrightStar Credit Union or BrightStar Investment Services.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements.
The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Start Planning Your Financial Future
Contact the BrightStar Investment Center to schedule a consultation with our Financial Professional.