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Investment Planning from Dover Federal Credit Union, Serving Delaware families, businesses and you!

There are many important financial decisions that must be made throughout someone's life, and Dover FCU 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, Financial Advisor, we can help you reach 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.

 

 

Financial Advisor

(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). Insurance products are offered through LPL or its licensed affiliates. Dover Federal Credit Union and Dover Federal Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Dover Federal Investment 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 Services. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations

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