Fraud Alert: Stay Safe from Scams
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Be cautious of phone calls, texts, or emails claiming to be from Dort Financial’s fraud department or related merchants. We will never ask for your online banking password, card CVV or full card number, PIN, to approve fraudulent transactions, or to share one-time passcodes over the phone. Our communication also will not include links requesting you to use them. If you receive a suspicious request, hang up immediately and call us at 800-521-3796.
Financial Planning Services Are Available By Appointment
Thinking about opening an IRA and not sure if a traditional or ROTH is right for you? Maybe you’re considering a new life insurance policy and need advice, or perhaps you’re thinking of retiring soon and would like a professional to review your financial portfolio. Dort Financial can help you make the appropriate decision for you and your family. Through our partnership with Cetera Investment Advisers LLC, Dort Financial provides our members the opportunity to receive professional, financial planning services that may include traditional financial planning, retirement planning, estate planning, mutual funds and stock and bonds, just to name a few.
Investment Advisor Representative with Cetera Investment Advisers LLC, Located at Dort Financial Credit Union
Drew Goodrich offers our members over 14 years in the financial services industry. He helps with Retirement planning, funding a child’s education, tax-efficient investing, and general investment management. In addition to spending time with his wife and two daughters, he is an avid golfer and sports fan. Drew currently holds his 7, 6, 66 and 63 securities registrations. Additionally, he has his Life, Health and Variable Insurance licenses with the State of Michigan and Florida.
To contact Drew, call 810-244-2608 or send an email to goodrichd@ceteranetworks.com.
Check the background of this investment professional on FINRA's BrokerCheck.
Investment Advisor Representative with Cetera Investment Advisers LLC, Located at Dort Financial Credit Union
Eric Souder has worked in financial services for over ten years. He works with members to clarify and quantify their financial goals and priorities, using a variety of investment and insurance solutions to meet their retirement, accumulation, protection, education, and estate planning needs. Eric is married with two young sons. He is a member of several local chambers of commerce, and he and his family are active volunteers at their church in Fenton, MI. Eric holds the FINRA Series 7, 66, and 63 registrations, as well as multiple state Life, Health, and Accident Insurance licenses.
To contact Eric, call 810-249-4599 or send an email to soudere@ceteranetworks.com.
Check the background of this investment professional on FINRA's BrokerCheck.
*Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Cetera Wealth Services LLC nor any of its agents or representatives give legal or tax advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. NOT NCUA/NCUSIF INSURED • NOT A DEPOSIT • NO CREDIT UNION GUARANTEE • MAY LOSE VALUE • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • Registered Address: 9050 Holly Road, Grand Blanc MI 48439 and 14265 N. Fenton Road, Fenton MI 48430. This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor. For additional information please contact the advisor(s) or visit the Cetera Wealth Services LLC site at www.cetera.com.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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