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Our Services

Plan your future with confidence through our comprehensive financial planning services—because your goals deserve professional guidance. Whether you're preparing for a comfortable retirement or navigating important financial decisions, we’re here to support your journey. And with professional asset management focused on protecting and growing what you’ve built, you can move forward knowing your financial wellbeing is in capable hands.

 

Financial Planning

Your Goals, Our Guidance.
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Retirement Planning

Smart Retirement Starts at Your Credit Union.
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Asset Management

Your Assets, our Expertise.
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Schedule a Consultation

Speak with a lead advisor to see how we can help you plan your financial future.

Schedule a Meeting
 

customercare@datcuwealth.com

940-442-5584

  

Securities are offered through LPL Financial, Member FINRA / SIPC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The LPL Financial representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.

DATCU Wealth Management is a separate entity from DATCU Credit Union. Investment and financial planning services are offered through our registered advisors and are not NCUA insured.

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