Investment Services

Sound decisions start with sound advice. That’s why Family Horizons Investment Services is happy to make available the services of a qualified financial advisor.

Contact Gregg Perrey at 317.610.3945 for a no-cost consultation today!

Gregg Perry/Financial Advisor, LPL Financial

12725 Old Merdian St.
Carmel, IN 46032
Office: 317.610.3945
Fax: 317.610.3948

Check the background of this investment professional on FINRA’s BrokerCheck.

*The financial professionals at Family Horizons Investment Services are registered representatives with, and 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. Family Horizons Credit Union and Family Horizons Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Family Horizons Investment Services, and may also be employees of Family Horizons Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Family Horizons Credit Union or Family Horizons Investment Services.Securities and insurance offered through LPL or its affiliates are:

 

Family Horizons Credit Union 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.

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2021 Holiday Schedule

  • New Years Day- Monday, January 2, 2023 Closed
  • Dr. Martin Luther King Jr. Day- Monday, January 16, 2023 Closed
  • Presidents Day- Monday, February 20, 2023 Closed
  • Memorial Day- Monday, May 29, 2023 Closed
  • Juneteenth-Monday, June 19, 2023 Closed
  • Independence Day- Tuesday, July 4, 2023 Closed
  • Labor Day- Monday, September 4, 2023 Closed
  • Columbus Day- Monday, October 9, 2023 Closed
  • Thanksgiving- Thursday, November 23 & Friday, November 24, 2023 Closed
  • Christmas Day- Monday, December 25, 2023 Closed

Please contact a Family Horizons Loan Officer for current rates.