Kirtland CU Online, Mobile, and Telephone Banking will be unavailable on Sunday, December 11 between 12:30 – 7:30 a.m. as we perform system maintenance.

Kirtland CU branches and the Member Contact Center will be closed on Monday, February 20 in observance of Presidents’ Day.

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.

Investing In The Future

There’s no greater accomplishment than building a bright future for your child. Start planning now, and work toward realizing their dreams and yours.

Plan

We will work with you and your family to help you set actionable goals based on your vision and the time you have to pursue it. With a personalized plan and guidance from our trusted Wealth Management Advisors, you’ll be ready to execute with confidence.

Invest

There are many investment options and strategies built especially to help parents save and invest for a child’s education. Depending on your goals and the time you have to save and invest, we can recommend options for you.

Manage

Periodically, we will sit with you to review and evaluate your education savings plan and investments as you continue to pursue your education dreams.

Our Services

No matter what stage of life you’re in or what kind of advice you need, clients of Kirtland Financial Services also receive:

Personalized Account Evaluations

Tax and Recordkeeping Advice*

Coordination of Third-Party Advisors

Facilitation of Family Financial Meetings

24-Hour Account Access

Educational Events

* Tax services are not offered by Kirtland Financial Services, LPL Financial or affiliated advisors.

To access your investment account – click the button below. The login page for LPL will open in a new window.

If you have access issues, CONTACT KIRTLAND FINANCIAL SERVICES.

1-day personal loan special

Up to $50K Signature Loan @7.49% APR* with terms up to 60 months

Kirtland CU Online, Mobile, and Telephone Banking will be unavailable on Sunday, December 11 between 12:30 – 7:30 a.m. as we perform system maintenance.