Investments & Financial Planning
We understand 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. The staff of Del Norte Investment Services work with you every step of the way to help you successfully reach the financial summits of your life.
The Del Norte Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
From time to time we offer complimentary classes in financial topics. See below:
Social Security: Discover the Road Ahead
Join us for our community workshop and learn how to make the most of your benefits.
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. Join us for a no-cost, no-obligation workshop led by DNIS financial advisor Scott Covey and a special guest. The seminar will answer your Social Security questions and discuss routes you can take to help get the most out of your benefits. Find out how to set a clear direction on your road to retirement.
DNCU Operations Building
701 Vietnam Veterans Memorial
Noon – 1:00 p.m.
Thursday, October 17, 2019
Santa Fe Location
DNCU Midtown Financial Center
604 W. San Mateo Road
5:30 – 6:30 p.m.
Thursday, October 17, 2019
From this session you will learn:
• The important rules of the road for receiving Social Security benefits
• How to evaluate the possible routes you can take to make the most of Social Security benefits
• Ways to develop a retirement income plan that considers your Social Security situation
Space is limited. Call today!
RSVP required to Adrienne Steinbach, 505.455.5319. Light fare will be provided. Guests are welcome!
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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all 50 states of the United States of America. Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific Social Security benefits, please contact the Social Security Administration office in your area.
Guest speakers are not affiliated with CBSI or its representatives. Opinions expressed are those of the presenter and are not necessarily those of CBSI or its representatives.
Meet Del Norte Investment Services
Scott Covey has worked as a Financial Advisor for 19 years, for the past four years with Del Norte Investment Services. He has managed an office of advisors, and currently maintains a Life, Accident & Health Insurance license and is registered to sell securities. A former resident of New Orleans, he landed in Santa Fe after Hurricane Katrina accompanied by his pet cat, Pete. Scott attended Oklahoma City University on a baseball scholarship and loves to take week-long train trips around the United States.
Adrienne Steinbach, Licensed Sales Assistant, has been working with Scott for four years and recently became securities registered and licensed for Life, Accident and Health insurance. Adrienne started out as a teller at World Savings Bank & Loan in Woodland Hills, Calif., worked a number of years as a paralegal, and joined Del Norte Credit Union in 2013. Adrienne completed her A.A. in Paralegal Studies at St. Louis Community College. She has a family of three dogs and two cats and enjoys hiking and camping in the summer.
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, he will help develop a thoughtful strategy, which may then be implemented, 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 Steinbach at (505) 455-5319 or click here.
My Investment View
Through Del Norte Credit Union's Online Banking portal, see all your credit union and investment accounts 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.
*Del Norte Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. 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.
**Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.