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CRPC®, Financial Advisor
Bridgman, Buchanan, Holland, & Downtown St. Joseph
Laura Troyer is committed to helping individuals pursue their financial goals through personalized planning that reflects each client’s unique needs, experience, and time horizon. Her highest priority is to provide thoughtful, customized guidance that empowers clients to make informed financial decisions at every stage of life.
Laura has 18 years of experience in the financial industry. While she grew up in Northern Indiana, she has called St. Joseph, Michigan, home for more than 25 years. When she’s not spending time with her family, which includes four children and two grandsons, she volunteers in sporting activities for her children and is a small group leader for her church.
Working collaboratively, Laura develops tailored strategies focused on:
- Building wealth during your working years
- Helping build financial confidence in retirement
With access to a wide range of financial tools and products, Laura creates comprehensive assessments designed to support long-term goals. She welcomes the opportunity to connect and offers a complimentary, no-obligation consultation to help clients get started.
Professional Services:
- Financial and Insurance Planning
- Wealth Preservation
- Retirement Income Planning
- Education Funding
- Estate Planning
- 401(k) Planning
- Retirement Planning
- Wealth Management
- Long-Term Care Insurance
FINRA:
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (memberFINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. United Federal Credit Union and United Investment Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using United Investment Planning, and may also be employees of United Federal Credit Union. These products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Federal Credit Union or United Investment Planning. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
United Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) 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.