Advice, planning, investments, and insurance
DCU Financial – The Right Choice
If you are like many investors out there, you may be watching key financial markets from a distance, still unsettled by the downturn of several years ago and left wondering about your investment strategy. This is not the moment to be passive — now is a great time to assess your situation, explore the current landscape, and make sure you're capitalizing on available opportunities so they don't pass you by.
We can help you adjust your financial strategy and put a plan into action that is right for you. Our purpose 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
