Investments
Your money matters. We're here to help.
With so many vital decisions to be made on how best to achieve your financial goals, it’s reassuring to know that you can rely on the expertise of a name you can trust. Dupaco Financial Services.
Our team of investment professionals is available to review your current financial situation and assist you in developing strategies custom-tailored to help meet your business’ financial needs. Whether you’re looking to:
- Plan for retirement
- Build wealth
- Diversify your assets
- Transfer assets
- Protect your business with insurance
- Reduce taxes
- Establish employee retirement and benefit plans
We have access to the expertise, products, and services to help you succeed in business. Through Dupaco Financial Services, you’ll receive investment direction on the following:
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Mutual funds
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401(k) rollovers
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Annuities
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IRAs
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Retirement planning
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College planning
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Mortgage, term, life, and disability insurance
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Long-term care insurance
Dupaco Financial Services is a wholly-owned subsidiary of Dupaco Community Credit Union—the financial home you own—so you can rest assured that you are working with an organization that will act with your best interest in mind. To that end, Dupaco Financial Services works with a national, full-service securities brokerage firm, LPL Financial, to make available top-of-the-line investment and insurance information and opportunities.
Most importantly, the strategies we recommend are based on your particular needs, not sales goals or quotas. You remain in total control of all decision making. On a periodic basis, you then meet with your Dupaco Financial Services Representative to review your plans and discuss possible modifications. The bottom line? Dupaco Financial Services is committed to establishing the personal relationship necessary to help you achieve long-term financial success.
Schedule a no-cost, no-obligation consultation
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 No matter the size of your portfolio or your financial goals, the investment professionals at Dupaco Financial Services are available to meet with you to discuss your particular financial situation. For a no-cost, no-obligation consultation, request your appointment online or by calling Dupaco Financial Services at (563) 557-7600 / 800-373-7600. Your money matters. We’re here to help.
Securities offered through LPL Financial and its affiliates, Member FINRA/SIPC. LPL Financial and Dupaco Community Credit Union and its subsidiary, Dupaco Financial Services, Inc., are not affiliated. Mutual funds, annuities, and other investments: are not deposits; are not insured by the NCUA or any other regulatory agency; are not obligations of, or guaranteed by Dupaco Community Credit Union or any other affiliated entity; are subject to investment risks, including possible loss of the principal amount invested.
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