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DCU Financial Can Help You Build – and Protect – Your Future
What’s on the horizon for you and your family? College, retirement, and estate planning may all be on the financial road ahead. DCU Financial was created to help DCU members with a variety of needs to achieve financial well-being with services that go beyond traditional savings and lending products.
DCU Financial offers advice, planning, investments, and insurance. Services include:
Financial planning, including college, retirement, asset management, trust services, and wealth transfer strategies and estate planning.
Investing and brokerage. DCU Financial can explain investments and services such as professional money management, mutual funds, annuities, stocks, bonds, and unit investment trusts. Your licensed financial consultant can work with you to determine if any of these products fit with your financial plan and obtain the investments and services you select.
Insurance. Options include long-term care insurance, which can protect your assets if you need long-term nursing or hospice care; accidental death and dismemberment; and term and universal life.
DCU Financial also offers self-service investing options.
If you’d like to learn more about building and protecting your future, contact a DCU Financial consultant at 800.328.8797, ext. 6621, or email financial@dcu.org.

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