MIDFLORIDA, Your Community Credit Union.

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Wealth Management

Pursue your lifelong financial goals through successful planning and various investment options.

Plan for your future with confidence

MIDFLORIDA Member Investment Services

If the thought of financial planning seems overwhelming, talk to the experienced advisors at MIDFLORIDA Member Investment Services. They’ll use their knowledge and expertise to help you define your financial goals and develop a plan that’s right for you. Learn more

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

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA | SIPC. Insurance products offered through LPL Financial or its licensed affiliates. MIDFLORIDA Credit Union and MIDFLORIDA Member Investment Services are not a registered broker/dealer and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value

Investment options subject to minimums; see LPL Financial Advisor for details. For tax advice, please consult a qualified tax professional.


IRAs are one of the best savings tools available today – especially when you have to save for your retirement yourself. With different types of IRAs available, you can put money aside for your golden years or even save for your child’s education while gaining desirable tax benefits. Learn more