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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, Steven Pierce 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?

Steven Pierce 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 Steven Pierce today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

 

 

Steven Pierce

 

Steven Pierce

Financial Advisor

(302) 678-8356

Pierce, Steven D.
Steven.Pierce@cunamutual.com
Advisor's Bio

Check the background of this investment professional on FINRA's BrokerCheck.

 

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2692330.1-0819-0921.

*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 your.  There may be important difference in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.