Our mission is to gain a solid understanding of our clients' long-term goals so that we may help develop, implement and monitor a personalized, holistic strategy that is designed to address your unique needs and evolve with you over time. Through strategic investing and comprehensive financial planning, we put you on the road toward achieving financial wellness and help you take steps towards a secure, comfortable future for yourself and your family.
DATCU Financial Services strives to provide excellent customer service and a family atmosphere.
Taking a client-centric approach is at the heart of what we do. We seek to learn as much as we can about our clients, always keeping your best interest at the forefront.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our comprehensive services are designed to work cohesively to protect and grow the financial nest egg you've worked so hard to acquire.
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Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our philosophy.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."