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There are many important financial decisions that must be made throughout someone's life, and Dover Federal Investment & Retirement Center is to help members with all their financial needs. Whether it's a newly married young couple, parents planning for a child's education, a worker planning for retirement or someone facing an unexpected job change, our professionals can help you pursue your financial goals

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Work With Someone You Know

Where do you see yourself in 5, 10, or even 20 years? Does your financial plan align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?

We can assist you with

  • Money Management
  • Estate Conservation*
  • Insurance Planning
  • Investment Planning
  • 401(k) Planning**
  • Business Planning
  • Retirement Planning
  • Education Funding

Whether they are large or small, contact us today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

 

 

Rovecca Redwine
Rovecca Redwine
Investment Services Administrative Assistant/Program Coordinator

Rovecca.Redwine@lpl.com
(302) 678-8000 x2406

Jim
James H. Van Wert, Jr., CFP
Vice President, Wealth Management

 James.Vanwert@lpl.com

(302) 678-8000 x2406


 

 

 

*Representative is neither a tax advisor nor attorney.  For information regarding your specific tax situation, please consult a tax professional.  For legal questions, including a discussion about estate planning, please consult your attorney.

**Prior to requesting a rollover from your employer-sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you.  There may be important difference in features, costs, services, withdrawal options and other important aspects between your employer-sponsored retirement account and an IRA. 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). 

Dover Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Dover Federal Credit Union for these referrals. This creates an incentive for Dover Federal Credit Union to make these referrals, resulting in a conflict of interest. Dover Federal Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 

Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Dover Federal Credit Union and Dover Federal Investment & Retirement Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Dover Federal Investment & Retirement Services and may also be employees of Dover Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Dover Federal Credit Union or Dover Federal Investment & Retirement Services. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.  LPL Financial Form CRS 
Check the background of investment professionals associated with this site on   FINRA’s BrokerCheck

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value