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Investment Services

Personalized strategies for your financial plan

When it comes to your money and how to manage it, your plan has to be unique. No one plan fits all. MIDFLORIDA Member Investment Services offers you free consultation to help you with investment options, retirement planning, risk management and estate planning.

Additionally, educational articles on different aspects of money management are available in our quarterly Interest Newsletter so you can explore some options for yourself.

Contact us

To meet with an LPL financial advisor, call MIDFLORIDA Member Investment Services / LPL Financial at one of the following phone numbers:
(813) 386-4203
(863) 875-6600
(727) 623-9501

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