Del Norte Credit Union understands that you have many financial dreams and goals such as buying a home, saving for your child's college tuition, and ensuring a secure retirement. No matter what your age or situation, a sound investment plan is an invaluable source of comfort and security. Del Norte Investment Services works with you every step of the way to help you successfully reach the financial summits of your life.
From time to time, we offer free educational seminars. Check here for details.
Working with You to Reach Financial Goals
Scott Covey, our experienced Financial Advisor, will work with you to help define a financial strategy customized to your goals, risk tolerance, tax management*, income, and cash-flow needs. Using a collaborative approach, a thoughtful strategy will be created and implemented—and continually monitored and reviewed to ensure that your financial objectives stay on course.
All personal information is kept strictly confidential, as required by law. We strive to serve you with respect, trust, and integrity to help improve your financial life. We will work with you in areas such as:
- Financial Management
- Retirement Planning
- Education Planning & Funding
- Wealth Management
- Beginning Investing Strategies
- Insurance Services
Check the background of this investment professional on FINRA's BrokerCheck.
Learn more and sign up for a complimentary, comprehensive evaluation. For an appointment with Scott Covey, Financial Advisor, please call Adrienne Meyers at (505) 455-5319 or click here.
Get a richer perspective on your investments.
My Investment View is a new, online view of your credit union accounts and investments, available through Del Norte Credit Union's Online Banking portal. It is now easier to see all your accounts conveniently in one place.
Log in to your credit union account to:
- Review your investments
- Track your mortgage, savings, checking
- Connect with your financial advisor
My Investment View allows you to track your accounts and investments, anytime, anywhere in one convenient, central location.
*Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI) member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with DNCU to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all 50 states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.