Elevating Investment Services for Banks & Credit Unions

It Starts with Asking Questions...

“I believe that through unearthing knowledge, providing quality support, and focusing on a new and effective paradigm model we can build and help institutions grow while doing what’s in the client’s best interest.”

Craig J. Snyder, CFP®, CLU®

What We Do:

Partnership

At every level of our organization, we are committed to helping financial professionals deliver more value to their clients and members and realize their vision of success. We are guided by the virtue of Independence and the Wisdom to build community.

Impressive Support

You deserve a financial services partner who has the tools and resources to help you succeed. Retirement Strategy Centers is a top regional support model backed by the stability and scale of LPL Financial, the nation’s leading independent broker-dealer.

*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.

Futuristic Model

We lead with a futuristic model that blends the old paradigm with a new one that can provide for a greater stream of revenue. Our model also focuses on personalization as consultants to help you with your challenges and to identify opportunities. With the scope, scale, technology, and extensive resources offered by LPL, you are in a competitive position to support your clients’ and members evolving needs, and build, more lasting relationships.

The Strength of LPL

Retirement Strategy Centers in supported by LPL Financial, who leads the industry in serving over 785 Institution partners. Some fundamental advantages include: Self-Clearing, Growth & Efficiency Consulting, End-to_End Solution, Transitioning to LPL and Empowering Advisors

Our Team

Craig J. Snyder, CFP®, CLU®

Liz Derrick

Tod Phillips, ChFC, CLU®

Diana Charney

Our Team personalizes the LPL experience for you as each team member specializes in one or more of the following areas: compliance, onboarding, case design and management, marketing, technology, business or program management and development. Our experience enables us to fully understand our clients’ needs and our partners cultures, challenges, and opportunities.

You get an experienced local support team of consultants and first responders along with our LPL dedicated 360 Team who are specialists dedicated to working with LPL’s enhanced technology platform. Together we become your formidable support that are available to you each day. We are dedicated to helping you maximize your capabilities to provide and to deliver an exceptional experience for your clients.

We power deeper and want to make a difference every time we interact to create lasting value. Continually updating and upgrading our capabilities hold us accountable for your institution’ss success.

LPL by the Numbers:

Financial Institution Partners

0 +

Banks

Credit Unions

$ 0 Trillion

Brokerage & Advisory Assets

0 Million

Client Accounts Serviced

Industry Leaders

"I have known and partnered with Craig Snyder for many years and have come to appreciate his extensive knowledge and passion for the industry."

Alan Kemp McMorris, CEO

Vibe Credit Union

"Craig Snyder has provided us with what we were looking for in both leadership and in the delivery of service. We have a great relationship with his team."

Martin Carter, CEO

Astera Credit Union

"LPL Financial executes trades quickly and efficiently from a single scalable, self-clearing, and cost-effective platform that our members benefit from."

Eric Brubaker, CEO

Members First Credit Union

Some of Our Partnerships:

A Few of the Institutions We Serve: