Adventure Retirement and Investment Services

Let's make a personalized plan for your financial objectives.

Contact Us
  • Easy Access
    Easy Access

    Our Financial Professionals will meet with you at any branch.

  • Diverse Services
    Diverse Services

    We provide guidance on all types of financial and insurance matters.

  • Personalized and Attentive
    Personalized and Attentive

    We take time to listen before suggesting any solutions.

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YOUR GOALS ARE OUR PRIORITY
Investment Services
Meet our team

Guidance, Tools, Education and Services to Help You

Your Goals Are Our Priority.

Where are you today? Where do you want to be tomorrow? Our Adventure retirement and investment consultants are here to help you plan and seek to achieve your goals. We provide value, insight, perspective and innovative products and services to guide you toward financial independence.

Financial Professionals, Jim Bird and Ralph Kapalczynski, are available to meet at the branch most convenient to you to discuss your individual financial needs and goals. With more than 20 years of experience working with members, Jim and Ralph can provide you with needs-based financial management services to help you with money management, insurance services, college funding, retirement planning, investment strategy, estate conservation and more. 

Check the background of these Financial Professionals on FINRA's BrokerCheck.
Contact Jim or Ralph using the form at the bottom of this page today and let them help develop a plan that makes sense for you! 

Join us for free financial seminars through out the spring and summer! View the topics and register here: Free Seminars.

It's never too early to start nor too late to get on track. Plan your retirement to live the life you've dreamed. We can help you identify and set specific, realistic goals; prepare for unexpected events like market volatility conditions and inflation risks; and save enough for your golden years.

It's never too early to start nor too late to get on track. Plan your retirement to live the life you've dreamed. We can help you identify and set specific, realistic goals; prepare for unexpected events like market volatility conditions and inflation risks; and save enough for your golden years.

Saving for College: With college costs rising each year, you need a plan in place to make things a little easier for your children.

Financial Planning: A personalized financial plan includes various products and services. We'll help you with tax-favored accounts such as IRAs, diversified investment options such as Mutual Funds, Annuities, and Stocks and Bonds.

Life Insurance: This could be the right choice if you need coverage for a set time. Options include Term Life Insurance and Whole Life Insurance, both of which offer unique benefits.

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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.  Adventure Credit Union and Adventure Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Adventure Retirement and Investment Services, and may also be employees of Adventure Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Adventure Credit Union or Adventure Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:
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The LPL Registered Representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.