DCFCU Financial Consulting Services
 

Financial Consulting

The Dade County Federal Financial Consulting Services program is offered through LPL Financial*. For more information about LPL Financial, please visit www.lpl.com. Dade County Federal Financial Consulting Services is committed to the Members of Dade County Federal Credit Union and the members of the Miami-Dade community. With experience advising current and former Miami-Dade County and other municipal employees on strategies for leveraging DROP and the Florida Retirement System to pursue personal financial goals, Dade County Federal Financial Consulting Services offers individual attention, remarkable service, and a wealth of experience to empower and educate both the novice and expert in the areas of financial management and retirement planning.

*Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

With so many organizations reaching out to the public with promises of expert financial advice and worry-free retirement planning, it is important to choose an organization worthy of your trust and confidence. Dade County Federal Financial Consulting Services aligned with LPL Financial. Rest assured, Dade County Federal Financial Consulting Services is committed to you and your future.

Dade County Federal Financial Consulting Services currently offers access to:

Click the button below to visit Dade County Federal Financial Consulting Services

Check the background of this investment professional on FINRA’s BrokerCheck.

For more information or a no-cost, no-obligation consultation, please contact:

Dade County Federal Financial Consulting Services

LPL Financial Advisor

Eileen Restrepo

786.845.3183

 

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. Dade County Federal Credit Union and Dade County Federal Financial Consulting Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Dade County Federal Financial Consulting Services, and may also be employees of Dade County Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Dade County Federal Credit Union or Dade County Federal Financial Consulting Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value
 

The LPL Financial registered representative(s) associated with this webpage may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

*CRPC conferred by College for Financial Planning

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.