Dupaco Financial Services

Your money matters. And 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 experience of a name you can trust—Dupaco Financial Services.

Our team of investment professionals can review your current financial situation and assist you in developing strategies to help address your financial needs: retirement, life insurance, education, or otherwise. The strategies we recommend are based on your particular needs, not sales goals or quotas. You remain in total control of all decision making, with periodic meetings with your Dupaco Financial Services Representative to review your plans to help ensure you're on track. The bottom line? Dupaco Financial Services is committed to establishing the personal relationship necessary to help you achieve long-term financial success.

Dupaco Financial Services
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're working with an organization that will act with your best interest in mind. 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.

 

Through Dupaco Financial Services, you'll receive investment direction on the following:

  • Mutual funds
  • 401(k) rollovers
  • Annuities
  • IRAs
  • Retirement planning
  • College planning
  • Term/universal and disability insurance plans
  • Long-term care insurance

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 and Advisory services offered through LPL Financial, a Registered Investments Advisor. Member FINRA/SIPC Insurance products offered through LPL Financial or its licensed affiliates. Dupaco Community Credit Union and Dupaco Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

The investments products sold through LPL Financial are not insured Dupaco Community Credit Union deposits are not NCUA insured. These products are not obligations of Dupaco Community Credit Union and are not endorsed, recommended or guaranteed by Dupaco Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Not NCUA Insured – Not Credit Union Guaranteed – May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Iowa, Wisconsin and Illinois.

   
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