MIDFLORIDA, What a Bank Should Be.

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Member 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 a free consultation to help you with investment options, retirement planning, risk management and estate planning.

Resources

Learn more about managing and growing your money with periodic articles on personal finance and other educational publications found here.

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

Request a consultation

To set up a free consultation at a branch that’s most convenient for you, please provide your contact information below.

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.