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Jarrod Liebel
Financial Consultant
Xceed Financial Credit Union
1660 South Stemmons Fwy., Suite 140
Lewisville, TX 75067
Phone: 469.293.0962
Cell: 214.566.4735
Fax: 972.221.0808
jarrod.liebel@lpl.com |
Biography
Jarrod Liebel has been providing investment-management and financial-planning services to clients since 2002. He focuses on comprehensive plans using a step-by-step process to help secure his clients’ financial futures.
Registration/Licenses
Jarrod holds the following FINRA registrations through LPL Financial: Series 7 General Securities, Series 66, and the Uniform Combined State Law Licenses. Additionally, Jarrod holds his Texas Group 1 license for Life, Health, and Accident Insurance.
Services
Jarrod’s process begins with an assessment of his clients’ specific needs and an overall evaluation of their current financial picture. Jarrod will ask them to define specific investment objectives and establish measurable goals. Next, he will educate them on the various investments and financial vehicles available that may be appropriate to reach those goals. Finally, through an annual review process, Jarrod will monitor his clients’ goals and adjust strategies to fit current market situations.
Jarrod provides investment-management services and employs a stringent due-diligence process to select appropriate investment products for his clients. He concentrates on retirement-income planning and also provides services that include cash management, non-retirement investment strategies, college savings plans, and legacy and estate planning (including comprehensive life and disability insurance reviews).
Mission Statement
“I seek to educate individuals, families, and business owners so that they can make prudent financial decisions pertaining to their personal wealth situations. Acting with fiduciary standards in mind, I put my clients’ interests first and maintain a vested concern for their financial success.”
Not NCUA Insured. |
No Credit Union Guarantee. |
May Lose Value. |
Products offered are not obligations of the credit union.
Securities, Investment Advisory Services, and Insurance Products offered through LPL Financial & its affiliates, Member FINRA/SIPC.
The Xceed Financial Credit Union website contains links to sources outside the Credit Union that we believe are useful to visitors and members. Once you are linked to another site, you are subject to the privacy policy and terms of use of the new site. XFCU is not responsible for the content presented within the LPL Financial web site.
LPL Financial does not represent in any capacity either Xerox or the Xerox retirement plans.
Please be advised that while Xceed Financial Credit Union provides services and products to Xerox employees and their families, the Credit Union is a separate legal entity and is neither owned nor controlled by Xerox Corporation.
