Retirement and Investment Services

Assisting you in working toward your financial goals

Alliant Retirement and Investment Services delivers a trustworthy, full-service financial advisory program providing:

  • Retirement planning
  • 401k and pension plan rollovers
  • Wealth management
  • Education funding
  • Insurance
  • Investment services
  • IRA Services

A team of dedicated consultants will work one on one with you to help you make sound financial decisions consistent with your risk tolerance, investment time-lines and goals.

Call to schedule a no cost, no obligation financial consultation to get the assistance needed to work toward your financial goals.

Locations Contact Information
Building 3, Suite 385
7505 E 35th Ave
Denver, CO 80238-2464
Billy Cassidy
Financial Consultant
800-328-1935 ext.3669
11545 W. Touhy Ave.
Chicago, IL 60666
Shaun Floresca
Financial Consultant
800-328-1935 ext.8845
11545 W. Touhy Ave.
Chicago, IL 60666
Joe Gaspari
Financial Consultant
800-328-1935 ext.2231
11545 W. Touhy Ave.
Chicago, IL 60666
Nicholas Hamilton
Financial Consultant
800-328-1935 ext.8634
11545 W. Touhy Ave.
Chicago, IL 60666
Terence Powell
Financial Consultant
800-328-1935 ext.8686
Northern California & Arizona
700 Concar Dr.
San Mateo, CA 94402
Giacomo Parente, CFP®*
Financial Consultant
800-328-1935 ext.3707
Southern California, Hawaii & Washington
909 N. Sepulveda Blvd (Suite 130)
El Segundo, CA 90245
Matthew McMillon
Financial Consultant
800-328-1935 ext.3687
Northern California
700 Concar Dr.
San Mateo, CA 94402
Ray Evangelista
Financial Consultant
800-328-1935 ext.3710
In All Other States Bernell Baker
Financial Consultant
800-328-1935 ext.8612
In All Other States Teresa Young, CRPC®*
Financial Consultant
800-328-1935 ext.8615



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Frequently Asked Questions

What is the Alliant Retirement and Investment Services Program?
The Alliant Retirement and Investment Services Program is a full-service financial advisory program offering members retirement, insurance and investment services. Our goal is to help our members achieve their financial goals for themselves and their families.

How does the Alliant Retirement and Investment Services Program work?
A Representative is available to meet with you to evaluate your situation, offer recommendations and coordinate your investment and insurance choices.

You may want to tackle just one financial issue today or you may be looking for help in managing your entire financial situation. We'll help develop a comprehensive financial roadmap that addresses all the relevant financial issues that you face.

  • Roll-over your 401(k) or pension plan if you've changed jobs
  • Develop a savings and investment plan
  • Create a retirement income plan to approach those years with confidence
  • Manage your investments better
  • Protect your family with life insurance or long-term care insurance
  • Save for college education costs

Can the Alliant Retirement and Investment Services Program help me with retirement planning?
Yes. Whether you are already retired, getting ready to or are just beginning to save for retirement, our program has sophisticated planning software and a wide array of investment products to help you fund the retirement lifestyle you're seeking. We believe everybody has a unique vision of their retirement years and we help you manage your money to support that vision.

How do I get started?
To set up a no-cost, no-obligation appointment, call a Consultant at 800-328-1935, option “9” today. Be sure to have any documentation available that will help the representative understand your situation better such as account statements, tax forms and benefit information. If married, it's best that both you and your spouse attend. Lastly, always have an open mind and a willingness to discuss the details of your situation.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, MA, MD, ME, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

• Not NCUA Insured • No Credit Union Guarantee • May Lose Value

Alliant Credit Union and Alliant Retirement and Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

*CFP®=CERTIFIED FINANCIAL PLANNER™ The financial consultants of Alliant Retirement and Investment Services are registered representatives of LPL Financial.

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