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Your Financial Future Starts Here

Life-changing transitions often bring big financial decisions that can affect your security for years to come. When those moments come, you want advice that’s personal and trustworthy. Listerhill Investment Services offers the local, personalized guidance you deserve.

 

Our Services

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Career Change & Retirement

Talk with our Financial Advisors about ways to take your retirement with you.

401k & Pensions

Learn if rolling over your money to an IRA is right for you. Your money could continue to grow tax deferred.

Income Planning

Develop a plan entirely unique to you and your financial situation.

Birth of a Child

Every life event needs a plan, even the very first ones.

Life & Long-Term Care Insurance

Life insurance is an important part of financially planning ahead.

Our Approach

Working together, we’ll create a plan for pursuing your goals based on your unique needs and concerns. The process we will follow includes:

Give us a call at 256-383-9204, ext. 1282

Getting To Know You

We make it our first priority to understand where you are now and your future goals. Once we understand your priorities we'll research and evaluate your alternatives. We will present these to you face to face and explain how our recommendations address your concerns and goals.

Staying in Touch

People, circumstances, and the economy all change. It's important to be sure that any changes are factored into your plan. We will be an active, committed partner in making sure your plan continues to help you pursue your financial goals over time.

Success

Together, we'll help you build your roadmap for the future and pursue your financial goals. The first step is the easiest. You can call Andy Clark at 256-383-9204, ext. 1282 or 1-800-239-6033, ext. 1282 for friendly, local assistance.

Meet the Team

Andy Clark, Financial Advisor CFP®
Charlie Hensley, Financial Advisor
Jason Morgan, Financial Advisor
Jeremy Meeks, Financial Advisor ChFC®
Matt Rose, Financial Advisor
Adam Neal, Registered Administrative Associate
Braden James, Client Services Associate

Andy Clark, Financial Advisor CFP®

With over two decades of experience in the finance industry, Andy has guided members through the highs and lows of our economy. As a CFP® professional, Andy puts members' interests first and is held to the highest Financial Planning Practice Standards. Check the background of this investment professional on FINRA BrokerCheck.

LPL Research Blog

Stay up-to-date on economic affairs with LPL Research's weekly publications on the local and worldwide economy.

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About LPL Financial

At LPL Financial, financial advisors have the freedom they deserve to choose the business model, services, and financial technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients. LPL's mission is to take care of our advisors, so they can take care of their clients.


LPL Financial Form CRS

Listerhill Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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. Listerhill Credit Union and Listerhill Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Listerhill Investment Services, and may also be employees of Listerhill Credit Union or Listerhill Investment Services. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Listerhill Credit Union or Listerhill Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligation
May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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