Velocity Community Investment Services utilizes LPL Financial to provide brokerage services to Velocity Community Credit Union members. Even if you already have a broker that handles your finances, Gary Henderson, Chartered Retirement Planning Counselor professional with over 18 years in financial services, will offer a complimentary, no obligation, second opinion or portfolio review. We serve individuals and businesses in all areas of financial management, including: Retirement planning, Tax management, Estate planning, Risk management, Education funding, Investment Planning and Employee and executive benefits.
Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

More Business Info

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
Education Funding Estate Planning Retirement Planning Risk Management Tax Management
Payment method
cash, android pay, apple pay, debit, discover, samsung pay, visa
Categories
Financial Planners, Financial Planning Consultants, Insurance
Provided by