DCU Financial - Financial Consultants

With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a trained professional who sees your total financial picture-someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track.

At DCU, we understand the important role a financial advisor can play in managing your total financial life. That's why we provide our Financial Consultants with the tools they need to help you meet your goals. DCU has partnered with LPL Financial, one of the nation's leading financial services companies and the largest independent broker/dealer,* supporting more than 12,000 financial advisors and 750 financial institutions nationwide. With the resources provided by LPL Financial, you can be confident that your Financial Consultant will have access to independent research, state-of-the art technology and innovative investment tools that allow your Financial Consultant to devote his or her full attention to your needs and objectives.

All Financial Consultants at DCU are dual employees of the credit union and LPL Financial. This approach gives our Financial Consultants the tools and training they need to help members plan for the future, while allowing us to maintain the great service you're accustomed to receiving from DCU.

When you invest with one of our LPL Financial Consultants, you can benefit from:

Objective guidance and advice - With access to leading independent research, your Financial Consultant can help you make informed, objective decisions.
Investment choice and flexibility - LPL Financial does not offer any proprietary products, so your Financial Consultant can help you choose unbiased investment products and strategies from many of the nation's leading investment managers.
Holistic approach to life planning - No matter where you are in life-just getting started or winding down a successful career-you have goals and dreams. Your Financial Consultant engages you in an ongoing conversation about your needs, goals, and objectives to create the life plan that's right for you.
Convenient account access - You can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy-to-read account statements keep you informed of account activity and performance.
Passion for providing independent advice – Our Financial Consultants offer tailored strategies designed to address the needs of your life goals and financial growth. Our Financial Consultants base their success upon helping their clients by tapping into vast resources to provide the objective advice you need.

While planning for the future is often a challenge, having an experienced advisor on your side can make the process much easier. LPL Financial's registered representatives can help you with:

Stocks & Bonds
Mutual Funds
Fixed & Variable Annuities
Income Planning
401(k) Reviews
Traditional & Roth IRAs
Retirement & Estate Planning
Asset Accumulation & Allocation
Real Estate Investment Trusts