DCCU Routing # 251483311





Member Investment Services is Here to Help

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 IRAs, 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.

www.finra.com www.sipc.com
Securities offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SPIC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured DuPont Community Credit Union deposits and are not NCUA insured. These products are not obligations of the DuPont Community Credit Union and are not endorsed, recommended or guaranteed by DuPont Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principle is possible. DuPont Community Credit Union and Member Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.