Beacon Investment Services

Were you aware that the Beacon Investment Services, located at Beacon Credit Union, makes available to members the following services and programs?

  • Retirement planning

  • Retirement plan transition assistance

  • Investment planning

  • Brokerage accounts

  • Mutual funds

Tiffany Haupert

CFP®, Financial Advisor
(260) 563-7443,
ext. 2038

Matthew Anderson

Financial Advisor
(260) 563-7443,
ext. 6416

Tiffany Haupert and Matthew Anderson are financial advisors with, and 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. Beacon Credit Union and Beacon Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Beacon Investment Services, and may also be employees of Beacon Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Beacon Credit Union or Beacon Investment Services. Securities and insurance offered through LPL or its affiliates are: 

The LPL Financial registered representative(s) associated 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.