Investment Services

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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 objective 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). 

SETTING THE INVESTMENT SERVICES STANDARD

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 unbiased financial advice.

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

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

Justin Holtz, 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.

Certified Financial Planner – CFP®

Contact Justin:

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

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.