Broker Check

Investment Center at CCCU

Investment Center at CCCU

(702) 939-3201
morgan.baum@lpl.com

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As financial professionals, we are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a program that carefully balances investment strategies with seeking to preserve principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to potentially reap those rewards. We enjoy helping people build a financial foundation for the future.

We invite you to review all of the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.