• Contact Us
  • Become A Member
  • Business
Online Banking Login
Forgot password? Not signed up? Enroll Now
  • Personal
    • Checking Accounts
    • Savings Accounts
      • Money Market Accounts
      • Health Savings Accounts
      • Share Certificates
      • IRA
    • Mobile & Online Banking
    • VISA Debit
    • VISA Credit
    • Insurance
    • HERO Financial Counseling
    • Teen Debit Account
  • Loans & Credit
    • Auto, Motorcycle and RV Loans
      • Auto Buyer’s Guide
      • Shop Enterprise Car Sales
    • Personal Loans
      • Personal Loans and Line of Credit
      • Credit Builder Loan
    • Student Loans
      • Smart Option Student Loan®
      • Money Tips For College Students
    • Rates
    • VISA Credit
    • Pay Loans Online
    • Credit & Financial Review
  • Home & Mortgage
    • Home Equity Loans
    • Mortgage Team
    • Mortgage Process
    • Rates
    • First-Time Homebuyer 101
    • Pay Your Mortgage
  • Financial Planning
    • Financial Planning Team
    • Guided Wealth Portfolios
    • Financial Planning Resources
    • Financial Planning Account Access
  • About Us
    • Younity
    • Eligibility
    • ATM & Branch Locations
      • Boyertown
      • Cumru
      • Exeter
      • Muhlenberg
      • Pottstown
      • Royersford
      • Tower Health Reading Hospital
      • Contact Center
      • Wyomissing
    • Careers & Internships
    • Annual Reports & Board Election
    • Community Involvement
      • Scholarships
      • Charity Golf Invitational
      • Calendar of Events
    • Mystery Shoppers
    • Contact Us
  • Learn
    • Blog
    • Diamond Youniversity
    • Zogo Financial Education App
  • Tools & Resources
    • Calculators
    • Account Management Tools
    • FAQs
    • Transfer Funds
    • Financial Safety & Security
Online Banking Login
Not signed up? Enroll Now
Forgot password? Not signed up? Enroll Now
  • Personal
    • Checking Accounts
    • Savings Accounts
      • Money Market Accounts
      • Health Savings Accounts
      • Share Certificates
      • IRA
    • Mobile & Online Banking
    • VISA Debit
    • VISA Credit
    • Insurance
    • HERO Financial Counseling
    • Teen Debit Account
  • Loans & Credit
    • Auto, Motorcycle and RV Loans
      • Auto Buyer’s Guide
      • Shop Enterprise Car Sales
    • Personal Loans
      • Personal Loans and Line of Credit
      • Credit Builder Loan
    • Student Loans
      • Smart Option Student Loan®
      • Money Tips For College Students
    • Rates
    • VISA Credit
    • Pay Loans Online
    • Credit & Financial Review
  • Home & Mortgage
    • Home Equity Loans
    • Mortgage Team
    • Mortgage Process
    • Rates
    • First-Time Homebuyer 101
    • Pay Your Mortgage
  • Financial Planning
    • Financial Planning Team
    • Guided Wealth Portfolios
    • Financial Planning Resources
    • Financial Planning Account Access
  • About Us
    • Younity
    • Eligibility
    • ATM & Branch Locations
      • Boyertown
      • Cumru
      • Exeter
      • Muhlenberg
      • Pottstown
      • Royersford
      • Tower Health Reading Hospital
      • Contact Center
      • Wyomissing
    • Careers & Internships
    • Annual Reports & Board Election
    • Community Involvement
      • Scholarships
      • Charity Golf Invitational
      • Calendar of Events
    • Mystery Shoppers
    • Contact Us
  • Learn
    • Blog
    • Diamond Youniversity
    • Zogo Financial Education App
  • Tools & Resources
    • Calculators
    • Account Management Tools
    • FAQs
    • Transfer Funds
    • Financial Safety & Security

Financial Planning

Committed to Providing Suitable Options for Your Financial Future.

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 services can assist you in the following areas:

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 a financial advisor

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Diamond Credit Union and Diamond Financial Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Diamond Financial Planning and may also be employees of Diamond Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Diamond Credit Union or Diamond Financial Planning. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union
Guaranteed

Not Credit Union Deposits
or Obligations

May Lose Value

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: Pennsylvania, Arizona, California, Delaware, Florida, Maryland, Minnesota, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Virginia, and Washington. Insurance licensed in Pennsylvania, Arizona, Delaware, Florida, New Jersey, Ohio, South Carolina, and Virginia. Please note that not all of the investments and services mentioned are available in every state or by every representative associated with this site.

Diamond Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
Local Phone Number: 610-326-5490

Expanded Services

Financial Planning Team

Guided Wealth
Portfolios

Financial Planning Resources

Financial Planning
Account Access

Need more information?

Contact a Diamond representative during normal business hours.

Contact Diamond

Notice

You are leaving Diamond Credit Union website. Clicking proceed will take you to a website that Diamond may not be affiliated with and may not represent the views of the credit union.

  • About Us
  • ATM & Branches Locations
  • FAQs
  • Contact Us
  • Card Emergencies

Equal Housing Opportunity.

Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government by the National Credit Union Association, a US Government Agency.

Local Phone Number: 610-326-5490
Toll Free Phone Number: 800-593-1000
Routing Number: 231385154
  • Third Party Notice
  • Privacy Policy
  • Sitemap
  • Browser Compatibility