Diamond Credit Union
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That's Younity

Investment & Financial Planning Center

Diamond Financial Planning

Planning for your future.

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where Diamond Financial Planning comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

Diamond Financial Planning

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Diamond Financial Planning
financial planning account access

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 or Stephen at extension 2085.

Log Into Your Accounts
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Diamond Financial Planning Team

The Financial Planning professionals understand your goals and objectives, and can help you put together a plan utilizing a full menu of products and services to help you keep your financial future on track.

Meet the Team
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Financial Planning Resources

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. Find articles, videos, and helpful content to help put it all into perspective.

Financial Planning Resources
financial planning guided wealth portfolios

Guided Wealth Portfolios

Invest for your future with our online platform that combines sophisticated technology with the benefits of a personal financial advisor. More than just an online investment platform, we’re your personal advisor.

Guided Wealth Portfolios
BrokerCheck

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

Another Blog Post by Diamond Credit Union
Financial PlanningMaintain a Good Credit Rating

Another Blog Post by Diamond Credit Union
Financial PlanningAssessing Your Financial Health

Another Blog Post by Diamond Credit Union
Financial PlanningTake Five with Your Investment Strategy

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:

disclosure requirements for diamond financial planning

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.

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You are leaving the 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.

Local Phone Number: 610-326-5490
Toll Free Phone Number: 800-593-1000
Routing Number: 231385154
Diamond Credit Union
That's YOUnity

Your Local Pennsylvania Credit Union

Diamond is a Pennsylvania community-chartered credit union, proudly serving the people of Berks County and the Tri-County Region for over 72 years. We’re here to help you with quality financial services. Learn more about why so many of your friends and neighbors call Diamond their primary financial institution.

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