Investment ServicesTampa Bay Financial Advisors

Rock-paper-scissors is not the best way to decide where to invest your hard-earned money.  Our Tampa Bay Financial Advisors Program – through LPL Financial, offers our members a full array of investment alternatives.

Helping you plan for life; our experienced professionals listen to your needs and help you make suitable financial decisions for you and your family. This means taking you from where you are now through retirement. We specialize in answering questions regarding:

  • Retirement Planning
  • Rollover Services (Drop, 401k, 457, TSP, Deferred Compensation)
  • Wealth Management
  • Annuities
  • Mutual Funds


  • By email: This email address is being protected from spambots. You need JavaScript enabled to view it.
  • By phone: (813) 383-2321 and speak with Aaron Weinstock*, a CERTIFIED FINANCIAL PLANNERTM.
  • Visit our N. Florida Office (15916 N. Florida Ave., Lutz, FL 33549)

* Aaron Weinstock is an Investment Advisor Representative of LPL Financial.
Check the background of our Financial Advisor on FINRA’s Broker Check.

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. The Credit Union and Tampa Bay Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Tampa Bay Financial Advisors, and may also be employees of the Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, the Credit Union or the Tampa Bay Financial Advisors. The LPL Financial registered representatives 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. Securities and insurance offered through LPL or its affiliates are:

 Not Insured by NCUA or Any 
Other Government Agency 
 Not Credit Union 
 Not Credit Union Deposits 
or Obligations 
 May Lose Value