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.
Meet our Advisors
Learn more about managing and growing your money with periodic articles on personal finance and other educational publications found here.
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
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Request a consultation
We’re looking forward to talking to you! If you’d like us to call you to set up a consultation, please fill out the form below with your preferred contact number. Please note that the Telephone Consumer Protection Act legally requires us to have record of your consent on file before we can call you at the number you provide.
Just log in to Online Banking to either provide consent to be contacted at this number, or check to see if you already have. Simply visit the Profile tab and click on Update Your Contact Consent. (You can update your preferences at any time.)
If you don’t have Online Banking, call our Help Desk to request access.
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.
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| 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.