FedChoice will be closed on Wednesday, June 19th, 2024 in observance of Juneteenth. 
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Routing #: 254074785About Contact Forms

FedChoice Investment Services

Welcome to FedChoice Federal Credit Union Investment Services, where you can explore investments, retirement planning, and credit union services that help you achieve your dreams by providing lifestyle investment and planning services.

We believe that independent financial guidance is a fundamental need for everyone. We enable our members to focus on creating personalized lifestyle financial plans that are the foundation for turning life’s aspirations into financial realities

We are here to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  With the help of our Financial Consultants, you will be on the path to realize your financial goals. Besides for investment expertise, Justin is very familiar with Federal Employee Benefits. This includes, Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS). 

It’s important to have a relationship with a financial advisor you trust. We pride ourselves on putting your goals first to provide you with personalized financial advice.

FedChoice Investment Services provides access to a complete array of financial guidance, planning, and products. We can help you build, and preserve your investments. The Financial Consultants at FedChoice Investment Services are your local resource for comprehensive:

  • Asset Preservation
  • Business Succession Planning
  • College Planning
  • Estate Planning
  • Income Planning
  • IRA and 401(k) Retirement Planning Options
  • Life Insurance
  • Pre-Tax Investments
  • Portfolio Review
  • Retirement Planning
  • Tax Planning
  • Wealth Accumulation

Justin Holtz, CFP®

Certified Financial Planner – CFP®

Justin has been an independent financial advisor since 2001 after graduating with a finance degree from Penn State. Additionally, he has completed post-graduate work required and has obtained the CERTIFIED FINANCIAL PLANNER™ designation. Justin is a 3rd generation advisor with a family history dating back more than 60 years.

Licenses Held with LPL Financial:

  •  General Securities Representative - Series 07
  •  General Securities Principal - Series 24
  •  Uniform Securities Agent - Series 63
  •  Uniform Investment Adviser - Series 65

Contact Justin:

AZ, CA, CO, DE, DC, FL, GA, HI, IL, IN, KS, MD, MI, MN, NV, NH, NJ, NY, NC, OR, PA, SC, TX, UT, VA

Check the background of this investment professional on FINRA's BrokerCheck.

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. FedChoice Federal Credit Union and District Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using District Financial Advisors, and may also be employees of FedChoice Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, FedChoice Federal Credit Union or District Financial Advisors.

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 representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, DE, DC, FL, GA, HI, IL, IN, KS, MD, MI, MN, NV, NH, NJ, NY, NC, OR, PA, SC, TX, UT, VA