Listerhill Financial Services

Client Review Checklist

Periodic financial reviews are designed to help you stay on track and meet your financial goals. Please fill out the checklist below and submit it to schedule your next review meeting. Reviews typically take one hour and can be conducted in-person or over the phone. We look forward to speaking with you soon!

Questions? Call 256-314-6580 or 800-239-6033 (toll-free).

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Client Review Checklist

The investment products sold through LPL Financial are not insured deposits of Listerhill Credit Union and are not endorsed, recommended or guaranteed by Listerhill Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

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Financial Services Team
Andy Clark, CFP®

With over 17 years of experience in the finance industry, Andy has guided members through the highs and lows of our economy. As a Certified Financial Planner (CFP®), Andy puts members' interests first and is held to the highest Financial Planning Practice Standards. Check the background of this investment professional on FINRA BrokerCheck.

Jason Morgan, Financial Consultant

Before joining Listerhill Financial Services in 2015, Jason spent ten years as a Listerhill branch manager and loan officer. Now as a Financial Consultant, Jason helps members make the most informed decisions possible when planning their future. Check the background of this investment professional on FINRA BrokerCheck.

DeAnna Flippo, Client Services Assistant

DeAnna brings a smile to the face of everyone she encounters and has been helping Listerhill members improve their lives for nearly 20 years. She also organizes trips across the country for Listerhill's Young at Heart members. Contact DeAnna to schedule a time to sit down and review your financial goals.

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What can we help you with?
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What are you borrowing for?
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Vehicle Options
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Home Options
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What are you saving for?
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How old are your kids?
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Which of these banking options are you interested in?
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How old are you (or your child)?
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Are you a UNA student?
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What do you want to do?
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What do you want to do?
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What do you want to do?
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What do you want to do?
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How old are you?
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Common Links

Frequently Asked Questions

  • What if I need help using the app?

    To get answers to your questions about the app, you can give one of our customer service representatives a call at 800-239-6033

  • How do I register for the credit card app?

    First, you want to download the app from the iTunes or Google Play store. Then you can register your card from your phone. You will need to create a user ID and password and answer security questions.

  • How do you use the information that I provide during registration?

    When you provide information during registration, we verify your identity to validate your account. We only store your security question, security answer, user ID, and password in our system.

  • Which phone carriers are supported?

    Our app supports all of the major US wireless phone carriers, including Sprint, T-Mobile, and Verizon.

  • How much does the app cost?

    We do not charge a fee to use the app, though keep in mind that you might be responsible for charges associated with your phone data usage.