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Signal Financial Investment and Retirement Services

Planning for Your Tomorrow Can Be Intimidating. That’s Where Signal Financial Investment and Retirement Services Comes In.

 

Strategies Tailored to You

There are a variety of options available to you and how you want to invest for your future. Signal Financial Investment and Retirement Services advisors will discuss your investment and funding opportunities, help weigh the pros and cons, and more. Because when you entrust us with your finances, we want to make sure you understand the “why” behind your personalized investment strategy.

The Signal Financial Investment and Retirement Services Advisors program is offered through LPL Financial2. For more information about LPL Financial, visit lpl.com.

  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Wealth Management
  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Wealth Management

Planning for the Unexpected

Have confidence knowing you and your family are prepared from life’s unexpected incidents. Signal Financial Investment & Retirement Services advisors can discuss a variety of life insurance, and long-term care insurance solutions available. So you can be confident in knowing you and your family will be cared for in the future.

Term Life Insurance

Get the protection you need, for the length of time you need it, at a price you can afford.

Whole Life Insurance

Build cash value while protecting your life through permanent insurance.

Variable Annuities

Accumulate retirement income through a tax-deferred account with a wide variety of investment options.

Fixed Annuities

Save for retirement with a tax-deferred account at guaranteed interest rates.1

Long-Term Care

Preserve your assets with insurance to cover in-home or nursing home care.

Variable Universal Life Insurance

Protect your life while growing cash value through a wide selection of investment options.

Personalized, Quality Care

A strong, valued relationship is the cornerstone of wealth management services. By building a plan together and early on, we are your resource as you progress through your financial journey and navigate different life stages.

Let’s Connect

Complete the contact form below and we’ll be in touch to set up your complimentary consultation.


Meet Daniel Campanelli, CFS, CRPC®4, CFP®
Signal Financial Investment and Retirement Services Advisor

301-933-9100, ext. 273 →
daniel.campanelli@lpl.com →

Daniel Campanelli is passionate about helping Signal Financial FCU members pursue long-term financial success.

1 Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

2 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. Signal Financial Federal Credit Union and Signal Financial Investment and Retirement Services are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using Signal Financial Investment and Retirement Services, and may also be employees of Signal Financial Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are  separate entities from, and not affiliates of, Signal Financial Federal Credit Union or Signal Financial Investment and Retirement 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 Obligations May Lose Value

The LPL Financial registered representative(s) associates 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.

Your 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 a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS

4 CRPC® is a registered service marks of the College for Financial Planning®.

PLEASE NOTE: Email is not a secure method of communication and personal information should not be included in email communications.

Bank easier, bank faster, and bank better with Signal Financial Federal Credit Union.
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Routing Number:
255075495

Main Line
301-933-9100

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Signal Financial Federal Credit Union is federally insured by the National Credit Union Administration.
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