Advice, planning, investments, and insurance
DCU Financial – The Right Choice
DCU Financial was created to support the credit union's vision that - all members achieve their financial goals. Realizing the need for access to a variety of services and products to help meet all client needs, DCU Financial offers two types of services which members can utilize – advice-based service or self-service.
For more information about self-service investing, please select the link for those services above.
Advice-based services such as investing, retirement and education planning, and many others are provided by LPL Registered Financial Consultants. Our purpose at DCU Financial is to help you pursue financial independence through financial services that go beyond the traditional savings and lending services you might expect from a credit union.
What We Offer...
• Financial Planning
– Retirement
– College
– Estate and wealth transfer
– Trust services
– Asset management
• Investing Services
– 401(k) and IRA Rollovers
– Professional money management
– Mutual funds and annuities
– Stocks and bonds
– Unit investment trusts
• Insurance
– Long term care
– Term and universal life
– Accidental death
– Retirement
– College
– Estate and wealth transfer
– Trust services
– Asset management
• Investing Services
– 401(k) and IRA Rollovers
– Professional money management
– Mutual funds and annuities
– Stocks and bonds
– Unit investment trusts
• Insurance
– Long term care
– Term and universal life
– Accidental death
