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Welcome to Delta Community Retirement & Investment Services

Delta Community Retirement & Investment Services

We know that starting a long-term investment plan can be daunting, and as life changes, so should your investment strategy. At Delta Community Retirement & Investment Services we listen and understand your unique relationship with money, the decision makers involved and what success looks like to you. Whether you’re looking for a steady income stream or a place to pursue growth for your savings, we offer versatile solutions tailored to your needs.

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Our team of CERTIFIED FINANCIAL PLANNER^® professionals can help you simplify complex topics like investment options, taxes and fees.

Delta Community Retirement & Investment Services is here to support your goals for today and tomorrow with powerful tools and advice.

Meet our CERTIFIED FINANCIAL PLANNER™ (CFP^®) professionals. Partner with one of our CFP^® professionals to determine what’s next.

LPL Financial

Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states.

Securities and insurance offered through LPL or its affiliates are:

LPL Financial Form CRS

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Delta Community Retirement & Investment Services

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EHL

Equal Housing Lender

NCUA

National Credit Union Administration, a U.S. Government Agency

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