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That's YOUnity
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That's Younity

Diamond Financial Planning

Diamond 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 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
BrokerCheck

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

Account Access
Account Access
Financial Planning Team
Financial Planning Team
Financial Planning Resources
Financial Planning Resources
Guided Wealth Portfolios
Guided Wealth Portfolios

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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