Whether you're investing lemonade-stand profits, a sizeable inheritance, or anything in between, we have the right professionals and products to help move you towards your investment goals—retirement, college savings, or otherwise. That's right—all this from your credit union, plus estate planning and trust services. Why? Because it's our mission to improve our members' financial position and help them get ahead in life. Here, you won't get some pre-fabricated investment "solution" that's one-size-fits-all. Instead, our investment professionals will get to know you, look at your unique picture, and go to work charting a course that will enable you to achieve your goals. What's more, you’ll always be in control, able to plan and direct your future. And you’ll
stay informed and on-track, courtesy of no-charge portfolio-reviews with our
Invest Wisely, Build Wealth.
Our range of saving and investment products are diverse and include:
on your needs, you’ll work with one of our professionals from Dupaco’s Member
Service Department, Dupaco Financial Services* (a wholly-owned
subsidiary of Dupaco Community Credit Union), or Dupaco Wealth Management (partnering with First Community Trust). These options exist
in order to better meet the diverse financial needs of our members and
to help you achieve long-term financial success.
- Retirement Accounts (IRA, Roth IRA, SEP, SIMPLE, Individual 401(k), 403(b))*
- Mutual Funds*
- Stock and Bonds*
- Fixed and Variable Annuities*
- Trust and Conservatorships
- Money Markets* and High-Yield Savings Accounts
- Term Share Certificates
Putting your money to work for you through the right mix of investments
and guidance, now that's a decision that's right on the
*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.