Financial Planning

Philip E. Lavelle Jr., CFP®

Philip Lavelle Jr.
• Investments
• Financial Planning
• Insurance

Madison County Federal Credit Union has entered into an alliance with Philip Lavelle Jr. and his brokerage firm, Thurston, Springer, Miller, Herd &Titak, Inc., a registered broker dealer and investment advisor firm, to offer a wide range of investment and insurance products designed to help meet each member’s overall financial goals.

Philip Lavelle Jr., a Certified Financial Planner practitioner and a registered associate with Thurston Springer, is available to meet with you. For more information, please contact Philip at 765.374.4736, email Philip at plavelle@lavellefinancial.com or visit www.lavellefinancial.com
 

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    *Securities and Investment Advisory services offered through Thurston, Springer, Miller, Herd & Titak, Inc., (Thurston Springer) a registered Broker-Dealer (Member FINRA & SIPC) and SEC Registered Investment Advisor firm. Insurance products may also be offered through Thurston Springer. OSJ/Headquarters: 9000 Keystone Crossing, Ste. 740, Indianapolis, IN 46240 [Toll Free] 1.800.433.8049. Philip E. Lavelle Jr. is a registered representative of Thurston Springer and is doing business as Lavelle Financial. Lavelle Financial, Thurston Springer, and the Credit Union are independent of one another. Madison County Federal Credit Union is not affiliated with Thurston Springer or Lavelle Financial. Not NCUA or FDIC Insured Not Credit Union or Bank Obligations No Credit Union or Bank Guarantee May Lose Value

Philip E. Lavelle Jr. is ‘Doing Business As’ Lavelle Financial, and is a Registered Associate of Thurston, Springer, Miller, Herd &Titak, Inc. (Thurston Springer). Investment products and services offered through Thurston Springer a registered broker-dealer (Member FINRA & SIPC) and a registered investment adviser firm. Insurance products may also be offered through Thurston Springer. Corporate Office: 9000 Keystone Crossing, Suite 740, Indianapolis, IN 46240 [toll free] 1.800.433.8049 [contact] compliance@thurstonspringer.com.

Madison County Federal Credit Union is not affiliated with Thurston Springer or Lavelle Financial.

 

Not NCUA or FDIC Insured Not Credit Union or Bank Obligations No Credit Union or Bank Guarantee May Lose Value

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