Investment Services

Through our long-standing alliance with Quality Financial Concepts (QFC), we are able to provide our members with expert portfolio analysis, investment strategies, retirement planning and more. Please reach out to Shane Smith at QFC to schedule an appointment at one of our branches. It’s never too early to start planning for your golden years.

Services

• Retirement Planning
• Risk Management
• Professional Wealth Management
• Long Term Planning
• Insurance Planning
• Estate Planning Strategies
• Tax Advantages
• Portfolio Analysis and Monitoring

Shane Smith, CFA CFP®

Holds Series 7, 66 and 24 licenses

contact Shane

For more information, call us at 423-378-2812.

Securities offered thorugh LPL Financial (LPL), member FINRA/SIPC. Investment advice offered through QFC Advisory LLC, a registered investment advisor and separate entity from LPL. Tax services offered through QFC Services LLC. Insurance products offered through LPL or its licensed affiliates.

Appalachian Community Federal Credit Union (Appalachian) and Quality Financial Concepts LLC are not a registered as a broker-dealer. Registered representatives of LPL offer products and services using Quality Financial Concepts. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Appalachian or Quality Financial Concepts. 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

QFC Advisory LLC and QFC Services LLC are wholly owned by Quality Financial Concepts LLC (collectively QFC). LPL and QFC are not affiliated.