Financial Planning

Diamond Financial Planning

Diamond Financial Planning, a Division of Diamond Credit Union, is committed to providing suitable options for your financial future. Our experienced and knowledgeable financial professionals, along with a website full of interactive tools and educational information, offer a full menu of brokerage products and services to help you keep your financial future on track.

Diamond Financial Planning can assist you in the following areas:

Professional Wealth Management

  • Personalized management based on your goals and objectives
  • Full breadth of products and services to meet your needs
  • Ongoing advisory relationship to meet your changing lifestyle
  • Tax saving strategies

Retirement Planning

  • Analysis of your retirement goals and expectations
  • Traditional IRAs, Roth IRAs & Rollover of 401(k)s and 403(b)s
  • Review of your company-sponsored retirement plans

We can also assist you with Personal Insurance, Long-Term Care Insurance, Education Planning, Wealth Transfer, and Estate Planning. Let us help lead you and your family to financial security. Contact Diamond Financial Planning by calling 610-326-5490 or 800-593-1000.

VISIT THE FINANCIAL PLANNING WEBSITE


Account Access

IMPORTANT: To access your accounts online, please have your account number handy.
If you do not know your account number, please contact Adam at extension 5100, Stephen at extension 2085 or Benn at extension 2635.

LOG IN TO YOUR ACCOUNTS


 

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advice offered through PFG Advisors, a Registered Investment Advisor. PFG Advisors and Diamond Financial Planning are separate entities from LPL Financial. Diamond Credit Union and Diamond Financial Planning are not registered broker/dealers and are not affiliated with LPL Financial.

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The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Pennsylvania, California, Delaware, Florida, Maryland, Minnesota, New Jersey, New York, North Carolina, Ohio, South Carolina, and Virginia. Insurance licensed in Pennsylvania and Virginia.