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Financial Planning

 

Financial Planning Services Are Available At All Dort Federal Locations!

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 Federal can help you make the right decision for you and your family. Through our partnership with Cetera Advisor Networks LCC, Dort Federal 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.

Contact (810) 244-2609 for more information.

 

Meet Drew Goodrich, Investment Advisor Representative with Cetera Advisor Networks, Located at Dort Federal Credit Union

 

Drew Goodrich offers our members over 11 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.  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.

 

*Securities and advisory services offered through Cetera Advisor Networks LLC., member FINRASIPC. Cetera is under separate ownership from any other named entity. Cetera Advisor Networks LLC nor any of its agents or representatives give legal or tax advice. 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. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks 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 Advisor Networks LLC site at www.ceteraadvisornetworks.com.

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