Financial Consulting

 
One of the benefits of membership at Delaware First Federal Credit Union is access to a local financial consultant, who can help you create a customized retirement plan. We can offer you access to a full range of investment services to help you secure your financial future.
 
We have the resources and expertise to cater your plan to your unique retirement needs. You can be assured that you will receive exceptional service and advice that will help you rest easy and enjoy life to the fullest.
 
We can assist you with the following products and services:
  • 401(k) rollovers
  • Mutual funds
  • Bonds
  • Equities
  • Fixed and variable annuities
  • Deferred annuities
  • Financial analysis
  • IRAs and rollovers
  • 529 plans
  • Business retirement plans
Call for your free consultation today at 302-636-7999 or speak to any credit union employee for assistance in scheduling a meeting.

*Please note that investment products are not NCUA insured. There is no credit union guarantee and your investments may lose value. The financial advisor is not affiliated with Delaware First FCU.