Teachers Investment Services provides one-on-one assistance to help you move toward your financial goals at any stage of life. Your Teachers membership gives you access to a wide range of financial management services and educational workshops. These resources are designed to help you understand and take advantage of investment opportunities and other services that can organize your financial life and plan for the future.
To serve our credit union members, Teachers partners with broker/dealer LPL Financial. Through this program, you have access to financial services and virtual education.
Financial Asset Management and Investment Planning
Find the right investments and determine target goals in a way that is comfortable and productive.
Rollover / IRA Transfers and Retirement IRAs (Traditional & Roth)
Our advisors work with you to understand your options and required minimum distribution (RMD) rules, and can manage your accounts as you get closer to retirement age.
Credit Union Financial Planning
Expert advice on the best ways to use a credit union to your advantage.
Fixed & Variable Annuities
Annuity experts break down the complexities of investing in these future contracts to select the right annuities and add them to your portfolio.
Mutual funds boost your savings and earnings and can be used to build a highly diversified portfolio.
Whether you need a simple term policy or want to make life insurance an integral part of your overall financial plan, Teachers offers a variety of options.
Turn to Teachers for Help
Our team of investment services advisors help you analyze your needs and goals, to determine the right products and services based on your risk appetite and preferred investment strategies. The result is a comprehensive financial plan that takes you to where you need to be in your life.
Whether you are just starting to save or are a seasoned investor with financial programs and accounts in place, you can plan your future today.
Contact Teachers Investment Services
FINANCIAL EDUCATION WEBINARS
Understanding Rollover Options
June 7, 2023, at 6:00 p.m. EDT
Understanding the available options when you leave an employer-sponsored retirement plan.
June 27, 2023, at 6:00 p.m. EDT
Learn about the challenges retirement savers are facing and new ways to manage investment risk.
Social Security & Your Retirement
July 11, 2023, at 6:00 p.m. EDT
Understand how Social Security fits within your retirement plans and the rules for starting your Social Security benefits.
July 26, 2023, at 6:00 p.m. EDT
Understand Medicare basics and the differences between Parts A, B, C, and D when choosing your coverage.
Meet the Team
Chris Hibbard ChFC®, CRPC®, CFS
Vice President, Wealth Management
(631) 698-7000 ext.6020
5439 Sunrise Hwy. Holbrook, NY 11741
Steve Abbott ChFC®, CLU®
(631) 698-7000 ext.3692
2410 North Ocean Ave. Farmingville, NY 11738
(631) 698-7000 ext. 2636
556 Larkfield Rd East Northport NY 11731
(631) 698-7000 ext.6925
3rd Ave. & Sunrise Hwy. Bay Shore, NY 11706
Michael Spelman CFP®
Associate Financial Advisor
(631) 698-7000 ext. 6079
127 Smithtown Blvd Nesconset NY 11767
Check the background of these investment professionals on FINRA's BrokerCheck.
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. Teachers Federal Credit Union and Teachers Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Teachers Investment Services, and may also be employees of Teachers Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Teachers Federal Credit Union or TIS. The services offered within this site are offered exclusively through our U.S. registered representatives.
Your 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/
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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
Consult your tax and accounting advisors. Neither LPL nor its affiliates or financial professionals provide tax, legal or accounting advice.