Do you wish that you could consolidate all of your financial accounts at DCCU? Well you can! For the last sixteen years, Member Investment Services (MIS) has been assisting members with their financial planning and investment needs.
Everyone has unique financial challenges, objectives and goals. MIS can help develop a strategy geared toward your needs. Member Investment Services offers independent, professional guidance in the following areas:
- Retirement planning (401k, Roth and Traditional IRA's, etc.)
- Annuities (Fixed, variable, indexed, etc.)
- Estate planning
- College planning
- Tax-advantaged investing
- Precious metals
- Other investment products (stocks, bonds, mutual funds, insurance)
- Insurance (Long Term Care, Life Insurance)
Contact a member of MIS at 540-946-3209/540-946-3211 or email us at MISdccu@lpl.com to schedule a free consultation.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. DCCU and Member Investment Services are not registered broker/dealers and are not affiliated with LPL Financial