Rest Confident, Your Money is Safe and Secure at Kirtland Credit Union, a message from our President & CEO. Learn More
We have engaged FORVIS, LLP (Attn: Jeff Rosno, 1801 California Street , Ste. 2900, Denver, CO 80202) to perform member verifications. Kindly compare the balance of your accounts on your December 2022 statement WITH YOUR RECORDS. If balances do not agree, please address your discrepancies directly to FORVIS, LLP. Include your name, truncated account number, and an explanation of the difference noted. A reply is not considered necessary unless a difference is noted.
Kirtland FCU branches and the Member Contact Center will be closed Monday, May 29 in observance of Memorial Day.
No matter what’s important to you, Kirtland Financial Services can help you work toward your goals and preserve your wealth.
It’s personal and comprehensive. No matter your dream, the Wealth Management Advisors at Kirtland Financial Services promise to work closely with you and your family to provide individualized, objective, and trusted guidance for all your financial planning needs.
Every service we offer, every conversation we have, and every handshake we share is about helping you work toward your goals.
We operate on the simple principle that financial planning should be tailored to you and backed by research, data-driven advice and unbeatable levels of service.
Start with a FREE one-hour consultation so we can understand and evaluate your personal goals and situation. Our Advisors use dynamic technology and a disciplined planning process to develop a customized plan that can help you work toward achieving your financial goals.
With personalized service and comprehensive solutions, the Wealth Management Advisors and staff of Kirtland Financial Services are ready to partner with you during your financial planning journey.
Senior Vice President – Wealth Management
The leader of the respected Kirtland Financial Services team and an experienced Wealth Management Advisor, Todd specializes in comprehensive wealth planning and investment management.
Wealth Management Advisor
Fred brings more than 10 years of experience in the securities industry and prides himself on helping his clients and their families navigate their financial journey.
LPL Registered Administrative Assistant
With more than 30 years of experience in the securities industry, Linda knows that no two financial journeys look the same. She enjoys building a relationship with clients and helping each of them plan the path that’s best for their situation.
Client Services Associate
Gail is the organizational heartbeat of Kirtland Financial Services. Call to schedule your appointment or ask a question, and Gail will put her more than 30 years of knowledge of the financial industry to work for you.